Adding a new ACH record during sales order entry

You can add a new ACH record when accepting payment in Sales Order Entry, if these conditions are met:

This capability is enabled in SA Administrator Options Setup when you set up credit card defaults.
You have the correct security to create ACH tokens for a customer on demand.

After you have initiated an order in Sales Order Entry, selected the products, and reviewed taxes and totals, click Collect Payment.
In the Pricing Calculator section, select Ordered or Shipped as the Totals By value.

The order amount is displayed in the Total Charged field and in the Amount field in the Process Payment section.
Ask the customer what payment type to use.

They should specify an ACH-type payment.
Select the type in the Payment Type field in the Process Payment section.
Ask the customer for the account holder’s name and the last four digits of the account.
If the ACH account is not listed in the Payment #/Reference, then notify the customer and ask if you should add the account.
If the customer agrees, then click Add New ACH to connect to the CenPOS web browser.
Specify this information on the CenPOS Create Token form:

Aba

Specify the American Bank Association (ABA) routing number or routing transfer number, which is nine numeric characters.

Account Number

Specify the bank account number.

Check Type

Select Personal or Corporate.

Name

Specify the name of the person authorized to use the ACH account.

Email

Specify the email address of the person authorized to use the ACH account.
Click Submit.
Select the new ACH account that is now listed in the Payment #/Reference field.
Verify that the amount due is displayed in the Amount field.
Click Accept Payment.
Click OK to open a journal.
When the transaction is approved, this message is displayed: Card Approved ************<last four digits>.
Finish the order.
If Do you want to set this order as shipped? is displayed, then click Yes.