ACH Payments
We generally do not allow for ACH payments as we are a fully eCommerce company. All standard orders should be processed through the website via credit card or PayPal. However, situations may arise where it is necessary to allow alternate payment options. Examples of this would be bulk orders or large orders value orders. Approval is needed from Bobby or Jackie below allowing a client to pay by ACH.
Processing an order for ACH payment in BigCommerce:
The order needs to be fully created in BigCommerce so that an order number is generated. To process this, follow the same steps as creating a draft order. Enter the clients information, products and optional add-ons. However, once you reach the last step, instead of selecting “draft order” you will select “manual payment”. This will create the order and issue an order number. The status must then be updated to “waiting for payment”.
Please keep an eye out for the order to hit HubSpot. Once this happens ensure that the order is updated with clear and concise notes. In the internal note section of the order please also write “Waiting for payment”.
Processing an order for ACH payment in Shopify:
The order needs to be fully created in Shopify so that an order number is generated. To process this, follow the same steps as creating a draft order. Enter the clients information, products and optional add-ons. However, once you reach the last step, instead of selecting “draft order” you will select “manual payment”. This will create the order and issue an order number.
Please keep an eye out for the order to hit HubSpot. Once this happens ensure that the order is updated with clear and concise notes. In the internal note section of the order please also write “Waiting for payment”.
Once the orders have been processed:
Once the order has been created accordingly, the invoice along with our ACH instructions and W9 can be sent to the client. Please ask them to follow the instructions carefully and to confirm once the payment has been initiated. They also need to be advised that the order will not go to production until the payment has cleared.
Some things to keep in mind:
- We will not begin design work until payment has cleared.
- Artwork can be uploaded and proofed but the timeline will be based on approval and payment.
- We cannot change the method of payment after the fact.
- Be sure all of the information is entered correctly and the clients are aware of the complete total including and taxes or fees.
- If the beneficiary name is entered incorrectly, the payment not go through. Clients sometimes put the website name instead. Please provide clear instructions