Paying a vendor for the first time with ACH

ACH (automated clearing house) transfers are how most online bank transactions in the U.S. are facilitated. They're also sometimes called direct deposit, direct pay, or electronic check. ACH bank transfer is free, takes up to 3 business days, and is trackable.

 

With pay business bills you can pay how you want—including a bank account (free) credit card (2.9% fee) and debit card (2.9% fee)—and your vendor will get an ACH bank transfer directly to their account. If you pay using a credit or debit card, your payment (done before 2:00 pm ET) will be delivered via ACH the same business day for no additional fee.

 

You can make two types of payment:

 

Making a payment without a bill

1. Go to the Vendors tab.

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2. Add a vendor or select one from the list.

  • Paying a vendor without saved bills? Click New Payment.

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  • Paying a vendor with saved bills? You can pay any amount you want in addition to the saved bills without paying them. To do that:
      1. Click the three dots.
      2. Select New payment from the dropdown list.

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3. In Bill Amount, fill in the amount you want to pay. Click Continue to Pay.

NOTE: Advanced bill details.

Adding the bill’s details is not mandatory. But if you have the bill’s invoice date, due date, and invoice number it can be useful for reconciliation purposes. Click Advanced bill details to add them. You can also add a note to yourself indicating what this payment is for.

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4. Select how you want to pay. Click Continue.

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5. When asked to select a delivery method, click ACH bank transfer.

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6. Fill in the vendor’s routing number and bank account number. Click Continue. The vendor’s details will be saved for future payments.

vendor's bank details.png

 

7. Select a date you want the payment to arrive at the vendor. Click Continue.

The suggested prefilled date is the nearest possible delivery date. Learn more about our delivery timelines. Under it, you can see what the debit date will be.

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NOTE: Selecting a different delivery date.

To select a different date than the suggested prefilled one, click it. The calendar will open.

select a different delivery date.png

 

8. (Optional) Add a memo for your vendor. The default is the invoice number. Click Continue.

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9. Carefully review the details in the Review & confirm page. Click Confirm and schedule payment to complete the process.

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10. If this is your first payment, verify your legal business information. Click Verify and finish

NOTE: Verifying your legal business info.

Select the tax ID type and make sure the last 4 digits look correct. 

This is only required for your first payment, to ensure compliance and security.

legal details.png

 

That’s it! You’ll get an email summarizing the details of this payment.

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Making a payment with a bill

1. Go to the Bills tab.

2. Add a bill or select one from the list and click Pay.

Bills tab.png

 

3. Select how you want to pay. Click Continue.

select a payment method.png

 

4. When asked to select a delivery method, click ACH bank transfer.

select ACH bank transfer a delivery method.png

 

5. Fill in the vendor’s routing number and bank account number. Click Save bank details. The vendor’s details will be saved for future payments.

vendor's bank details.png

 

6. Select a date you want the payment to arrive to the vendor. Click Continue.

The prefiled date is suggested to meet the due date, based on the payment and delivery method you chose. Under it, you can see what the dedit date will be.

select a delivery date.png

 

NOTE: Selecting a different delivery date.

To select a different date than the suggested prefilled one, click it. The calendar will open.

select a different delivery date.png

 

7. (Optional) Add a memo for your vendor. The default is the invoice number. Click Continue.

add a memo for the vendor.png

 

8. Carefully review the details in the Review & confirm page. Click Confirm and schedule payment to complete the process.

Review & confirm.png

 

9. If this is your first payment, verify your legal business information. Click Verify and finish.

NOTE: Verifying your legal business info.

Select the tax ID type and make sure the last 4 digits look correct. 

This is only required for your first payment, to ensure compliance and security.

legal details.png

 

That’s it! You’ll get an email summarizing the details of this payment.

payment is scheduled.png