ACH Threshold by customer or customer group
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10:9 Design - DeWayne Kelley
While I love the ACH threshold it forces ALL clients to conform. Some clients simply will not pay by ACH. Rather than the threshold being platform wide, it would be nice if we could create customer groups and apply thresholds to those specific groups. For instance, Contract clients could have a $0 threshold while full retail just has the option to pay as they choose.
Yona Gidalevitz
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We have added the ability to set this PER CUSTOMER. You can now control the availability of ACH, CC, or set a threshold for your entire account, and then also override that value per customer.
Yona Gidalevitz
Merged in a post:
Only allow some customers to pay via ACH
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Hayley Nicholas
I have ran into an issue where a customer has paid online via eCheck or ACH and I wasn't aware of their type of payment.
Their order was rush, and they paid a week before their order was due -- we found out the day before they were to pick up that their ACH was declined due to insufficient funds.
I don't want any NEW customer to have access to ACH payments, and I don't want specific people to pay via ACH.
I want to be able to select in the customer profile if they are allowed to pay via ACH or not.
If the customer had left our business with their items after remitting their ACH payment in the same day, we would not know until a week later than their payment was declined due to insufficient funds.
The payments system will only try to process the transaction as many times as it is entered and submitted by the customer until it goes through.
Which means, IF the customer had ill intentions when placing the order, and they pick up with their payment via eCheck shows paid -- we may never see the money once they leave with their product if they get their order before 7 days for the ACH/eCheck to be verified
Yona Gidalevitz
in progress
This is currently in progress and should be released to shops soon. First iteration of the feature will not allow "grouping" per se but you can set it per customer.
Yona Gidalevitz
planned
We've just rolled out an update allowing you to control ACH availability for all invoices. Next step, to allow this per customer. This is coming soon, keep your eyes peeled.
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David Waldman
1000% agree. There should be an option to only allow certain customers to pay by ACH or eCheck.