Direct Debit

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Joseph Styons
Joseph Styons ✭
Second Anniversary Name Dropper First Reply
in Developer Discussions

Has anyone used the Direct Debit process in CRM to accept donations via ACH? I have a request to add a donation form that asks the donor for their ACH info. That's easy enough, but the official docs are not clear (to me) on how to get ACH info from CRM to the bank to conduct the actual transfer and reconciliation.

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  • Amanda Cose 2
    Amanda Cose 2 ✭
    Third Anniversary Name Dropper Photogenic First Reply

    @Joseph Styons take a look at this page which walks through configuration such as setting up your direct debit header file, bank account, etc.


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