Accepting eChecks can improve customer satisfaction and increase payment speeds. Giving your customers more options to pay is fast and easy with Chargezoom.
If you have already enabled your payment gateway to accept eChecks (see full details here), then any customer can add checking account details to their profile and pay via eCheck.
💡 Did you know: if you have allowed your customers to edit their contact details in the Customer Portal, they can self-service to add forms of payment?
Manually add a checking account to a customer record
From the left sidebar, choose Customers
Click the customer name to open their account record
Click +Add New
Enter the details and click Save
Let customers add their checking account inside the Customer Portal
From inside the Customer Portal, your customers can manage their own payment information, including adding multiple forms of payment.
From the Customer Portal, your customer will select My Profile and then choose View/Update or +Add New
Here, the customer can add a Credit Card or Checking Account and save it to their profile.
