In addition to being able to accept ACH payments, your PDCflow.com account can be used to send ACH Check credit payments.
Your ACH processing account must have the ability to send outgoing credits transactions. Contact your ACH processor to request ACH crediting capabilities, then contact Customer Success Team to update your account settings.
SETTING UP AN ACH CHECK CREDIT FLOW
PDCflow.com account administrators can configure a check credit payment FLOW by navigating to Configure on the primary navigation. Click Dashboard, then FLOWS.
Click the “New Flow Configuration” button and click “Check.” From here you can create the new FLOW by configuring the options within the Settings and Fields tabs like you would to configure any other FLOW.
To set this FLOW to send credits payments, change the Transaction Type radio button to “Credit.”
When you have completed configuring the FLOW, click the save button (floppy disc icon).
SENDING AN ACH CHECK CREDIT FLOW
From the Dashboard, select the credit FLOW option from your FLOWS list. If you have selected an FLOW that will send an ACH check credit from your ACH processing account, you will see the warning: “! This form will issue a credit from your account.”
Complete the FLOW fields. When you click the “Send check credit” button a credit will be sent to the FLOW’s recipient.
REPORTING FOR AN ACH CHECK CREDIT FLOW
You can view all FLOWs sent from your account—including FLOWs that sent a credit from your account—from within FLOW Reporting. Navigate to FLOW Reporting by clicking REPORTING in the primary navigation, then FLOW REPORTS, and ALL REPORTS.