Accepting ACH Payments in Docket


Welcome to our Help Center guide on how to accept Automated Clearing House (ACH) payments through the Docket software. ACH payments offer a convenient and cost-effective way for businesses to receive payments electronically.

For more information on what ACH payments are - please review our guide here.

Currently you have two ways to accept ACH payments from your customers : your team can process an ACH payment internally for a customer, of your customer can pay their invoice online with ACH. ACH acceptance within the customer portal will be available in an upcoming update.

This guide will go through how to take an ACH payment internally, for information on how to instruct your customers to accept ACH please review this guide.

How to process an ACH payment on behalf of a customer

  1. Go to the invoices page
  2. Click apply payment on the invoice you want to apply an ACH payment too

  3. Click ACH (under How are they paying in the top right of the screen)

    ach 1.gif
  4. Similar to credit cards - if the customer has previously saved ACH information you can usea previously saved bank account, if not, click add new account

  5. Enter in the customers bank information -  the bank account type, the routing and the account number ach4.gif
  6. Complete the transaction as you normally would - Submit the payment. Once confirmed, you should receive the funds in 3-5 business days.

ACH is available to all DocketPay customers -  if you are interested in learning more, please contact us at 

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