Many clients want to pay by ACH but won't do it if it has to be sent through or connected to a 3rd party for verification or processing for maintaining security

We’d like to have an easy ACH payment option directly within the CRM. Today, we use a separate payment platform. Clients consistently tell us they appreciate being able to pay by entering their routing and account numbers directly, without being redirected to log in to their bank. Keeping that option available makes payment quicker and easier, especially for clients who aren’t comfortable with online banking or linking their bank account.

It would also be helpful to offer bank account linking as an additional option for clients who prefer it. Having both methods available would let clients choose the payment process that works best for them.

Building ACH payments into the CRM would simplify our workflow by keeping the payment process in one place. Our goal is a payment experience that is secure, accessible, and easy for both clients and our team.

Thanks!

This is the same request as - Manual Bank info entry instead of connecting bank account. I hope both are being considered as the same request, combining the votes. Our clients are requesting the ability to manually enter their bank account instead of instant verification. We are in the San Francisco Bay Area/Silicon Valley where it is very high tech concentrated so it is meaningful that this process is preferred. Our customer base prioritize privacy and control. Offering manual ACH entry alongside instant verification gives customers greater choice and removes a potential barrier to payment, while still allowing the company to maintain appropriate account-verification and fraud-prevention procedures.

Totally agree. Many clients would pay us via ACH if this was an option but they will not connect their bank account up to do it.