ACH Payments: Client Management
Try ezACH now
Buy it now << 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 .
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
Option 1: Add a client manually
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.
Option 2: Import clients from file
How to import clients from .csv file 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.
Click to view bigger image
<< Previous Step:
Bank origination account management Next Step: Transaction management >>
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.
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
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