Omni Virtual Terminal : How to process an ACH transaction

There are 2 ways to get started with processing an ACH transaction. To begin, you will click Advanced Payment or Quick Payment from any page in the Omni Virtual Terminal. 


You will click Advanced Payment if you need to do any of the following: 


  • Create an invoice
  • Create a scheduled payment
  • Create a scheduled invoice
  • Create a recurring payment
  • Create a recurring invoice


You will click Quick Payment if you need to process a one time payment quickly.


To get started processing an Advanced ACH payment

  1. Click Advanced Payment 
  2. Enter your payment details
    1. If this is a recurring payment or invoice, click Set Up Schedule to set the schedule parameters
  3. Select Continue
  4. Select the customer
    1. You can select from existing customers or select +New to enter a new customer
  5. Select your payment method
    1. Enter payment method
    2. Create as Invoice
  6. If entering a payment method:
    1. Click bank
    2. Enter the routing and account number
    3. Click Save and Pay
  7. If creating an invoice:
    1. Select Create as Invoice
    2. Select Send
    3. Select SMS or Email
    4. Enter SMS or Email details
    5. The status icon will update to Sent

To get started processing a Quick Payment with ACH details:

  1. Click Quick Payment
  2. Click into the Customer Field
  3. Select an existing customer or select +Add a New Customer
    1. If adding a new customer, enter the customer details
    2. Click Save
  4. Choose New Bank or Existing Bank Information
    1. If entering new bank information:
      1. Enter the account holder name
      2. Enter the bank name
      3. Enter the Routing number
      4. Enter the Account number
      5. Select the Account Type (Checking or Savings)
      6. Select the Bank Holder Type (Personal or Business)
      7. Enter Payment Notes (if applicable
      8. Enter the amount to charge
    2. If using existing bank information
      1. Click Existing
      2. Click the payment method
      3. Enter the amount to charge
  5. Click Charge



If you have any further questions or need additional assistance, you can call our Support Team at 1.855.550.3288 or email