1. Navigate to Business apps > ACH Participants.
ACH Participants is where you’ll be able to manage your participants. A participant is any person or business who receives an ACH payment from you or who sends you a payment via ACH.
Add/Manage ACH participants
Import ACH Participant Templates
Import ACH Participants
2. Navigate to Business apps > ACH Participants > Add/Manage ACH participants.
For each participant, their name and full bank account information are needed. The Unique Identifier is an internal control, like a customer account number. You also have the option of assigning them to a group, or storing discretionary data, such as notes, for your internal use.
We do not recommend using a Social Security Number. Use a name, invoice number, or company number.
Once a participant is saved, they will be available for inclusion in future ACH batches.