Creating a Single ACH Transaction using the ACHWorks Virtual Terminal: This video demonstrates the required steps to submit a “one-time” single transaction into the ACH system. This video is also helpful for both ACHWorks clients and those just wanting to understand the ACH system process.
Managing Scheduled ACH Transactions using the ACHWorks Virtual Terminal: This video demonstrates how to View, Edit and Delete transactions already created that are scheduled to be sent to the banking system. It also This video is also helpful for clients wanting to feel more confident in the accuracy of the files and transactions they are about to send.
Monitoring the Status of ACH Transactions Processed through the Banking System using the ACHWorks Virtual Terminal: What happens after an ACH transaction is submitted to the banking system for processing? This video demonstrates how to find out the current status of a transaction, and what that means to you as the ACHWorks client.
Edit Customer Information using the ACHWorks Virtual Terminal: Things change…even account information. This video demonstrates the step by step process for making changes to your ACHWorks customer information. As with everything, it’s easy once you know how to do it, right?
Creating Recurring Transactions using the ACHWorks Virtual Terminal: Recurring Plan is one of our most popular features. Once a recurring plan is created, the system will automatically create and process recurring ACH transactions; Daily, Weekly, Monthly, etc. This is a great feature for automatically collecting from or paying a client on a set schedule. This video demonstrates the necessary steps for creating recurring ACH transactions.
Recurring Plan: Managing Recurring Transactions using the ACHWorks Virtual Terminal: You successfully created a Recurring Plan but now need to change it. This video demonstrates how to manage your recurring transactions, including editing a transaction, tracking settlement, editing frequency or amounts of transactions, etc. This is a helpful tutorial for any user in industries with recurring portfolios of clients.
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