NACHA Compliance for Communication

Here is how it looks on the checkout and the message that can be put in for recurring maintenance. The "Recurring Information:" text area is on for all new payment methods not just for recurring or ACH. 


Admin Side Configuration (screenshot above)

Front-side Appearance (screenshot above)
 
The suggested best practice is 
I authorize {Name on merchant account} to debit my bank account on behalf of {orignization or website}.

The Recurring Information must include 
How you can stop the authorization, change the payment method amounts, or the day it runs. This can be from the dashboard, a phone number, forms, or whatever may be required of the donor to change any of this (all can be done on the donor dashboard).

To Turn on the feature:
  • Go to the 'Sites' component.
  • Expand and right-click on the Site Channel (Linking icon).
  • Select 'Manage Components'.
  • Scroll down and check the 'Enable ACH Authorization field' checkbox.
  • Save & Close.

Modified on Mon, 18 Sep, 2023 at 1:44 PM

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