Follow these steps to add eCheck functionality for a Customer:


- From the Dashboard, select "Customers."


- While on the "Customers" page, select the Customer whom you would like to add eCheck functionality to.


- You will now be on the "Customer Details" page; while on this page, select the "Add New" button located in the "Payment Info" field on the "Customer Details" section.


- When the "Add Payment Info" pop-up appears, select the "Checking Account" bubble and enter the Customer's ACH info.


- When finished, press the "Save" button.