ACH

Packerman — Sun, 21 Sep 2025 06:15:27 GMT

I have a customer who prefers ACH payments over using a credit card. I see that there is a reoccurring invoice option and I can attach ACH. Is there a way to automatically charge ACH for the invoice each month without asking the customer to manually select ACH each time?

I basically don't want the customer to have to interact with the transaction after setting up the ACH initially.

Re: ACH

londontea — Wed, 17 May 2023 19:36:47 GMT

Hi @Packerman! Yes, you can automatically charge their bank account every month without them having to manually pay the invoice each time.

When you create a recurring invoice you'll see an option appear that says "allow automatic payments with card or bank on file." Make sure that is turned on, then set up the invoice like you usually do.

Your customer will have to manually pay the first invoice, but as long as they check the box consenting to automatic payments they won't need to interact with future invoices. Your customer will then be charged on whatever day of the month you set the invoice to send (ie, 15th, 30th, etc.).

thread Re: ACH in Payments Troubleshooting

ACH

Re: ACH