ACH Bank Transfer Payments

New Feature: ACH Bank Transfer Payments

December 07, 20231 min read

We're thrilled to announce a significant enhancement to our CRM that's set to simplify and enhance your business operations. We've introduced ACH support for invoicing and Text2Pay links in the US, and it brings a host of benefits to your fingertips.

What is the new ACH Bank Transfer Payments? It one-time invoices, Text2Pay links, and recurring invoices, and with auto-payments.👇🏻

⭐️ Why does it matter to your business?

  • Diverse Payment Options: ACH support allows you to offer customers an additional payment method alongside credit cards, improving their convenience.

  • Streamlined Payment Process: Customers can easily pay invoices and Text2Pay links using their US bank accounts, enhancing the payment experience.

  • Automated Recurring Payments: Utilize ACH for recurring payments, ensuring hassle-free, automatic transactions for your clients.

⭐️ How to use the ACH Bank Transfer Payments:

  1. Create an Invoice or Text2Pay as normal.

    A screenshot of a computer

Description automatically generated

  1. When your customer receives the invoice or link, they can now choose to pay using their US bank account.

    A screenshot of a phone

Description automatically generated
  2. When your customer receives the invoice or link, they can now choose to pay using their US bank account.

    A close up of a red line

Description automatically generated

  3. Once verified, they can select their bank account for payment and complete the transaction.

    A white paper with black lines

Description automatically generated with medium confidence

  1. Customize your branding, including your business logo, to provide a personalized experience for your clients.

    A screenshot of a cell phone

Description automatically generated

Don't miss out on the opportunity to offer your customers a more convenient way to pay and improve your business's efficiency.

If you have any questions or need assistance with this new feature, our support team is here to help. Thank you for choosing our CRM, and we look forward to seeing the positive impact this enhancement will have on your business.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Back to Blog

© Copyright Pinnacle Ai 2024

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on https://getpinnacle.ai (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.