After setting up Stripe itself to accept ACH payments, they can be enabled from Company Settings, per Proposal, and per Invoice. The customer portal will also be updated.
Setting Up Stripe to Accept ACH Payments
1. Navigate to your Stripe Dashboard
2. Click on Settings
3. Click on Payment methods under Payments
4. Click on ACH Direct Debit…
5. Click on Turn on
6. Click on Turn on anyway
Enabling ACH Payments in DripJobs
1. Click on Company Settings
2. Click on Payments
3. Toggle Bank Account (ACH) Payments to Enabled
Note: A convenience fee can be added, as well as a Max ACH fee. Stripe charges 0.8% per ACH transaction, but has a Max ACH fee of $5.
Enabling ACH Fees on Proposals for Deposits
1. Navigate to the Proposal
2. Toggle on Accept Deposit Via ACH under Settings in the Proposal
Note: You can choose to Waive ACH Processing Fee per Proposal as well.
3. A notification pop-up will confirm that ACH was enabled
Enabling ACH Fees on Invoices
1. Navigate to the Invoice
2. Click Settings on the Invoice
3. Toggle On Allow Bank (ACH) Payment
Note: You can also choose to Waive ACH Convenience Fee here.