Hello there.
I’m using the Self-Hosted version of Invoice Ninja, with Stripe as the primary payment gateway. I have connected and tested payment using a credit card and works fine (goes through on Stripe). But I’m having some issues getting ACH to work correctly.
I created a test invoice for a small amount and went to pay it using ACH. I entered my details and waited for the deposits, which eventually showed up on my statement.
First problem: I couldn’t get to a screen where I could enter the verification amounts. After a little research, it looks like I can do this manually in Stripe (and I did that for this test). But it doesn’t seem very efficient (or secure?) to have my client send me the deposit amounts and update their account manually. Is there a way for the client to do that part?
Second problem: After I verified the deposits and everything is kosher on Stripe’s side, I got to pay the invoice again in Invoice Ninja via Bank Transfer. I get the same screen that asks for my payment info for my bank (routing number, etc). Since it’s been confirmed, it should be saved somewhere, right? How do I get that info to link correctly to their account?
I just realized that I currently have passwords for invoices turned off. I thought that might be a hassle for clients, but I’m wondering if that option has to be enabled for ACH to work correctly. Is that the case?
If not, is there something I’m missing in order to get ACH to work seamlessly to pay invoices once it’s been setup and verified?
Thanks.