1. Click Pay with Bank Account to be redirected to the Stripe checkout page
Note: You will need to make sure this payment method is enabled. See more in this article.
2. Choose Enter details manually instead
3. Enter bank account details and choose Continue
4. Click Manually verify instead
5. Micro-deposits will be initiated. Click Continue with DripJobs.
6. Fill in the required information and choose Start payment
7. The customer will be alerted that they have successfully accepted the Proposal.
8. The payment will be reflected in the Invoice as Pending
Note: If the customer does not complete the Micro-transaction verification, the Status will change to Requires_Action.
9. The customer will receive an email from Stripe. They can click Verify deposit to verify the micro-deposit information.
10. The customer will input the 6 digit code from their bank account and click Verify and pay.
11. The customer will receive an email that the authorization succeeded.
12. The ACH payment will now show Succeeded on the Invoice.
