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Settings to Review once ACH is Activated

Overview

This tutorial will review the settings necessary to review once the ACH transactions are activated. The settings reviewed will include: Default Payment Method and Category, Allocation Settings for transactions made by customers on the eBilling portal, and Convenience Fees for ACH transactions.

Users do not have to charge customers a Convenience Fee for ACH transactions, although some may choose to in order to conver the small processing fee billed to them (the business). By default, there are no Convenience Fees charged to customers.

Estimated Time to Complete – 10 Minutes

Instructions

Click the tabs below based on the version of the Wise Option software you need instructions on.

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

Video Coming Soon

Step-by-Step Guidance

  1. Tools > Options > eBilling

    1. Review the Category and Method assigned for ACH Transactions

    2. If Credit Allocations are activated, please review the options for Auto Allocation

    3. Save

  2. Tools > Options > Default Values

    1. ACH Transaction Convenience Fee is set to 0% by default. If you would like a to charge a convenience fee to your customers for ACH transactions, please adjust the % here.

    2. Additionally, please review the text that will show in the Account Statement for these fees.

    3. Save

    4. Remember, this will only impact new customers added from this point on. If you would like to change the Billing Options for customers already entered, you will need to massively update the settings via the Customer Massive Update tool*

    Massive Updates to Customer Files

    *If you do not have IMPACT package, please contact Wise Option support and we can assist with this one time update.

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