Payments: Getting started with ACH

Payments: Getting started with ACH

What is an ACH payment?


An ACH payment is a type of electronic bank-to-bank payment in the US. Payments via ACH are made through the ACH network, rather than going through the card networks such as Visa or Mastercard.

How to set up ACH payments through the Portal

Go to the Portal and login at:
If you received a Request for Payment Information link instead, the process is virtually identical, as illustrated below.

Chose Bank Account as your payment method.
Using the Portal:

Choose the MAKE PAYMENT button

Or when using a  Request for Payment Information link:
Request for Payment Information
Choose the UPDATE button.


The first Plaid® screen will open.

Click Continue. 
The screen will be populated with a list of common banks.
Scroll to find your bank
Choose your bank.


If your bank does not appear in the list use Search Instead

Start typing the name of your financial institution. 

Plaid® currently integrates with nearly 11,000 financial institutions, however, if yours is not currently supported, change your method of payment to Card and send us a message with the name of your bank to billing@netofficepbx.com 
After selecting your bank, you will be asked to enter the username and password for your bank's web portal.
Note: This information is not saved in your web browser nor is it viewable by us.


Finally hit Submit to complete.

Plaid information

For more information about the integration see the Plaid® blog post here

When Plaid retrieves my financial data, who has access to it?
See the Plaid FAQ here





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