Staff: How to configure your Organization to accept ACH payments
1. Navigate to Financial > Settings > ACH

2. Follow the pop-ups prompts

Note: This form sends directly to Dwolla - the processing vendor that DRG partners with to provide ACH processing. Entering your information here will not update your profile's contact info in the DRG system.
3. Add the Funding Source & choose how you'd like to verify
When adding the Funding Source for your organization, you are choosing where you would like payments from your customers deposited.


Option 1: Instant Account Verification
Instant Account Verification allows you to log in with your bank account login credentials. This verification option can be completed faster than the Mirco Deposit Method (second option).

You may need to enter additional information if your bank requests it for verification purposes.

Select the account you wish to add and "Agree & Continue" to complete the process.


Option 2: Micro Deposit Verification
The second option, Micro Deposit Verification, deposits small amounts into your account within 1 to 3 days and requires the amounts to be verified by you:

4. Review System ACH Settings & Adding Processing fees (optional)

Under "Fee / Options" you can add an additional ACH fee to collect from each payment using this method. This would be used if you would like to pass on the processing fee to your clients.
NOTE: You can create a new fee type specifically to use for ACH under Financial > hover over Settings > Fee Types. (Fee Types)