After adding it to your account, verifying your ACH payment information is an essential step to ensure smooth and timely transactions. Follow the steps below to add your ACH account to our system and verify it via micropayments.
Step 1: Add Your ACH Account
- Visit your Account page and log in when prompted
- Visit the Account Settings page
- If you have only one account, click on Account on the bottom left corner and select Account Settings
- If you have multiple accounts, select the Accounts tab on the top left corner and select the Account that needs the payment update
- Once you have reached your account page, scroll to the bottom to see your current Payment Settings
- Select Add Payment Method and choose Payment Method Type: Electronic (Online)
- Select the US Bank Account tab
- Add all details required for the selected payment method
- Please accept the payment Terms & Conditions and allow Sojern to store the payment method - this is done securely via Stripe
- Click Submit
Step 2: Check for Micropayments
After setting up ACH with Sojern, log in to your bank account within 1-3 business days to find a small deposit from our payment processor, Stripe. This micropayment is typically under $1, and will show a 6-digit code as a descriptor in your bank statement.
Step 3: Verify Your ACH Account
After receiving the micropayment, please return to your Sojern account and follow these steps to complete the verification:
- Once you have reached your account page, scroll to the bottom to see your current Payment Settings
- Next to the ACH details, click on the Verify button.
- You will be prompted to enter the 6-digit code that you found in your bank account statement.
- Click Verify
- If the 6-digit code matches, your ACH account will be successfully verified, and you will see a confirmation message.
- Please set the payment method as default to ensure our team will use it for the next invoice due. You can do this by selecting the Default button next to the payment method.
Troubleshooting
- Micropayment not received: If you do not see the micropayment in your bank account after 3 business days, ensure that you entered the correct bank account information. If the information was correct, contact your Sojern representative for assistance.
- Incorrect code entered: If you enter an incorrect code, you will need to try again. After ten unsuccessful attempts, your bank account details will be removed from your Sojern account for security reasons. You can follow the steps from the top of this article to add it again and verify it.
Need Help?
If you encounter any issues or have questions about adding or verifying your ACH payment information, please contact your Sojern Representative or email accounting@sojern.com. We are here to assist you!