Create an ACH Payment Method
- Go to your account’s Payment Methods related list and click New PaymentMethod.
- Set the payment type to ACH.
- If you want to use this payment only with a certain gateway, choose a payment gateway.
- If you want Salesforce Billing to use this method to automatically make payments toward posted invoices, select Auto Pay.
- Fill out the fields under ACH Details.
- If you want to associate the payment method with an address, fill out the fields under Address Details.
- Click Save.