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ezACH Quick Start Guide

ACH Payments: Client Management

    

<< Previous Step: Bank origination account management      Next Step: Transaction management >>

ezACH software makes it easy to gererate the NACHA ACH (Automated Clearing House) file for electronic funds transfers. Here is instruction on how to add, edit and delete client accounts .


Who Are Clients

If you need to pay your employees and vendors, your employees and vendors are clients. If you collect funds from customers, your customers are clients.


Add a Client

Option 1: Add a client manually

Once you start ezACH software, you can click the "Add a client" button to add a new client quickly. You can also click the top menu "Clients" to view client management screen to add a client.

add a client menu

add a new client

Option 2: Import clients from file

  • How to import clients from .csv file



  • Client Management

    You can click the top menu "Clients" to view client management screen. You can View, Add, Edit and Delete clients here. You can also add multiple clients by import data from the external .csv file.

    client management
    Click to view bigger image


    << Previous Step: Bank origination account management      Next Step: Transaction management >>

    direct deposit software
    ezACH generates NACHA ACH files for easy upload to your bank, enabling seamless electronic fund transfers. If you haven't installed this ACH generator yet, you can download a free, no-obligation 14-day trial - no credit card required.

    ezACH software is compatible with Windows 11, 10, 8.1, 8, 7, Vista, 2012, 2003 and other Windows PC.