Start monthly ACH pull process with payments list
Start monthly ACH pull process with payments list
Your payments sheet requires manual copying into the monthly collection workflow, causing delays and missed pulls. The run is created prefilled for billing review before the cycle.
Overview
On the first of every month this flow builds and starts the ACH collection process for you, eliminating manual copy-and-paste from your payments sheet. Billing staff and project managers receive a prefilled process ready for review, ensuring the run is prepared ahead of the billing cycle.