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How Do I Update ACH Payment Information?

  1. Click on Customers on left-side menu.
  2. Enter the customer name in the search field.
  3. Click on customer's name.
  4. Choose the payment you want to edit.
  5. Click the ellipse below the Green Charge button.


  6. The Edit Payment window will appear. The Account Type and the Transaction Type can be updated, if needed.


  7. Click Save Changes