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Latitude Help
Add an ACH or Paper Draft Account
Use the ACH or Paper Draft tab in the Payment Instrument dialog box to add an Automated Clearing House (ACH) or paper draft account to the Method list box.
To add an ACH or paper draft account
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In the Task Panel navigation tree, do one of the following:
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Click Payments.
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Click Arrangements.
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Click the plus sign (+) next to the Method list box. The Payment Instrument dialog box appears.
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Click the Add tab and then click ACH or Paper Draft.
Routing Information: Bank routing number.
Account Number: Checking or savings account number.
Checking: If selected, the account is a checking account.
Savings: If selected, the account is a savings account.
Name: Name on the checking or savings account.
Use Current Address as Billing Address: If selected, use the customer's address that is on file as the billing address.
Address: If the Use Current Address as Billing Address check box is cleared, the address boxes are available. Type the street address, city, state, and postal code associated to the account.
Save to Wallet: If selected, the system saves the information to the customer's wallet using the following naming convention: "Type-[last four digits of the account number]." For example, "ACH-4545" or "PD-4545." The system tokeinzes the account information. When taking a payment in the future, you can select this account and the system uses Payment Vendor Gateway to retrieve the token.
Replace Existing?: If selected, the system replaces an existing account of this type that you specify with this new account. If no accounts of this type exist, the system doesn't display this check box.
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To search for a routing number, do the steps to Search for an ABA Routing Number.
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Complete the information and then click OK. The ACH or paper draft account is available for selection in the Method list box.