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ezACH Quick Start Guide

ACH Payments: Client Management

<< Previous Step: Bank origination account management      Next Step: Transaction management >>

ezACH software makes it easy to gererate the NACHA ACH (Automated Clearing House) file for electronic funds transfers. Here is instruction on how to add, edit and delete client accounts .

direct deposit software ezACH can generate the ACH file that you can upload to your account for electronic fund tranfers. If you have not installed this ACH generator, you can download and try it free for 14 days with no obligation and no credit card needed.

ezACH software is compatible with Windows 10, 8.1, 8, 7, Vista, 2012, 2003 and other Windows PC.

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Who are clients

If you need to pay your employees and vendors, your employees and vendors are clients. If you collect funds from customers, your customers are clients.

Add a Client

Once you start ezACH software, you can click the "Add a client" button to add a new client quickly. You can also click the top menu "Clients" to view client management screen to add a client.

add a client menu

add a new client

Client Management

You can click the top menu "Clients" to view client management screen. You can View, Add, Edit and Delete clients here. You can also add multiple clients by import data from the external .csv file.

client management
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More functions

  • How to import clients from .csv file

  • Related Links:

  • ACH Direct Deposit Quick Start Guide
  • What is ACH?
  • How to start direct deposit via ACH payment
  • Sample ACH file
  • The cost of using ezACH software

  • Install and start ezACH
  • How to create NACHA ACH file for paycheck direct deposit
  • How to collect funds via ACH direct deposit

  • Bank origination account management
  • Client management
  • Transaction management
  • Create NACHA ACH file
  • Upload ACH file to bank to process transactions

  • Mutiple-user network version

  • Sample: How to import transactions from .csv file
  • Sample: ezACH guide For ezPaycheck payroll software user
  • Sample: How to import data from ezCheckPrinting software

    download free ACH direct deposit software     buy ACH Direct Deposit now