Objective
The first step in configuring Invoice Provider ACH is to add at least one funding account. First, we'll look at what permissions are required for a user to add an account, and then we'll see where in the system that user would go to add an account.
Note
We'll learn what funding accounts are, and how to add them in the next lesson.
Users must have the Is Invoice Payment Manager? option selected on their profile to configure Invoice Provider ACH.
Follow the steps in this process to access the area to enter an Invoice Provider ACH funding account.
Access the Invoice Tools.
Select Invoice from the Home menu.
Access the Payment Manager Tools.
Select Payment Manager from the Payments menu.
Access the Funding Accounts area.
Select Funding Accounts from the left side of the screen.
Create a New Funding Account.
Select the New Provider Account button on the right side of the screen.
The form used to enter the information about the funding account appears. The next lesson will go into this form, and its required fields in detail.
Now that we know where to enter a funding account, we'll next look at what information is required and how to enter the details.
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