Performing a one-time ACH transaction

Use an ACH token for a one-time ACH down payment. A one-time ACH does not create a token. You cannot add shipping or an add-on transaction to this sale.

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

    By default, the amount of the order is displayed in the Total Charged field. The order amount is also displayed in the Amount column of the credit card listed first in the Process Payment section.

  3. Ask the customer, “What payment type are you using?” They should specify ACH.
  4. In the Process Payment section, in Payment Type, select the requested type.
  5. In the Amount field, specify the amount of the payment.
  6. Click One Time ACH.
  7. Click OK to open a journal.
  8. You are now connected to the CenPOS web browser, One Time ACH form.

    The User ID, Merchant ID, and Client ID are automatically populated based on your login and information that you specified in Sales Order Entry.

  9. Complete all required fields:
    Aba
    Specify the American Bank Association (ABA) routing number or routing transfer number. It should contain nine numeric characters.
    Account number
    Specify the bank account number.
    Check Number
    Specify 0000.
    Check Type
    Select Personal or Corporate.
    Name
    Specify the name of the person authorized to use this ACH account.

    If you have properly set up a scanner device, you can scan the check.

  10. Click Submit.
  11. In the transaction receipt, click:
    • Done, if you do not want to print a receipt, or
    • Print, to print a receipt.
  12. If the transaction is approved, a message is displayed: Card Approved ************<last four digits>.
  13. Click Save if the order is complete.
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