This article outlines how to set up and edit the banking information in the individual resident's chart from the billing tab for any resident paying with an ACH transfer.
Step 1:
Navigate to Billing and click on the resident's profile, click on the payer's name in the top section on the left.
Step 2:
Click on the dropdown under "Payment method".
Step 3:
Click on "ACH" in the dropdown.
Step 4:
After entering the required information, click "Store Details" at the bottom of the window to save the information.
Step 5:
Click "Save" to store the ACH details.
