Create ACH Templates

  1. Step 1

    Click Manage ACH from the top navigation, then Templates from the left menu.  

    Create ACH Templates - Step 1

  2. Step 2

    Click Create a New Template at the top right.

    Create ACH Templates - Step 2

  3. Step 3

    Fill in the fields, including the transaction type and offset account, then click Save.

    Create ACH Template - Step 3

  4. Step 4

    Click Add or Import Recipients, select your recipients, and click Save.

    Create ACH Template - Step 4

  5. Step 5

    Enter a payment amount for your recipients, then press Save. Your template has been created.

    Create ACH Template - Step 5