How to setup a pre-authorized debit on Scale Selling CRM

How to Set Up & Process ACH Debit Payments on Scale Selling (CRM)

🔹 Step 1: Connect a Payment Processor (Stripe)

✅ Go to GHL Dashboard → Settings → Integrations

✅ Connect Stripe (if not already connected)

✅ Ensure ACH Payments are enabled in your Stripe settings

• Log in to Stripe → Settings → Payment Methods

• Enable ACH Direct Debit

🔹 Step 2: Create an ACH Payment Form in GHL

✅ Go to Payments → Payment Links

✅ Click “Create New Payment Link”

✅ Select ACH Payment as the payment method

✅ Enter payment details & invoice details

✅ Enable “Auto-Collect” if needed for recurring payments

🔹 Step 3: Automate ACH Billing with Workflows

✅ Go to Automations → Create a New Workflow

✅ Trigger: “Payment Received” or “Invoice Sent”

✅ Action: Send Invoice & ACH Payment Link

✅ Add Email & SMS Reminders for unpaid ACH invoices

🔹 Step 4: Manually Process ACH Debit Payments (If Needed)

✅ Go to Payments → Transactions

✅ Select the client’s invoice

✅ Click Charge via ACH

✅ Enter the client’s bank details & authorization

🔹 Step 5: Monitor & Track ACH Payments

✅ Go to Payments → Transactions → ACH Pending or Processed

✅ Track successful, failed, or pending ACH payments

🚀 Pro Tip: Automate ACH Subscriptions

• Use Stripe Subscriptions to auto-bill clients via ACH.

•In GHL, set up a recurring invoice workflow that triggers every billing cycle.