InLattice ACH for Payment Automation
1. Are you using manual process to receive and deposit customer checks?
2. Do you want to pay your vendors through direct deposit, instead of writing checks?
3. Do you want a simple process to create NACHA file?
InLattice has added new payment processing module to support the following functions. These features facilitate the ACH transactions and you will need to have an ACH account with your Bank.
Process customer's payments through ACH - Customers can view the invoices on the web and authorize ACH payments or you can generate the NACHA file, based on the customer invoices. This process eliminates receiving and depositing checks to banks or reduces the fees paid for credit card processing.
Pay vendors through Direct Deposit - Similar to payroll, you can use this facility to pay your vendors through direct deposit. NACHA file can be generated based on vendor invoice or payment records. This process eliminates writing checks and mailing the same.
Create NACHA file with a click of a button - InLattice allows you to create NACHA file required for banks to process ACH transactions. NACHA file is created based on the banking information and invoice/payment data.
Process Flow
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Process customer's payments through ACH Create invoices on the web. If you use QuickBooks for invoicing, invoices can be imported to InLattice.
Send invoices to your customers.
Customer can view the invoices through an email link or on the web, using their secure username and password and then authorize ACH payments.
Based on the invoice data and customer authorization, create a NACHA file.
Also, if customer has preapproved ACH payments, you can generate the NACHA file, based on the customer invoices, without customer authorization.
Send email notification to customers about the bank account debit transaction.
Submit NACHA file to bank for processing.
If you are a QuickBooks user, you can export the customer payment data to QB.
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Pay vendors through Direct Deposit Receive invoices using InLattice.
Vendors can create invoice on the web or import invoices from their QuickBooks.
Review the invoice using your InLattice Username/password and mark the invoice for payment.
Based on the invoice data create a NACHA file.
Also, you can generate the NACHA file, based on the vendor payments records.
Send email notification to vendors about the bank account credit transaction.
Send payment details to vendors through InLattice.
Submit NACHA file to bank for processing.
If you are a QuickBooks user, you can post invoice data to QuickBooks using InLattice Create Bill process.
This process will eliminate receiving paper invoices and mailing bank checks to vendors.
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| Customer authorizing ACH payment | Create NACHA records using vendor payments records |
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| Create NACHA file screen |
| Benefits |
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Eliminates manual process associated with sending invoices, receiving checks and depositing the checks to the bank.
Direct deposit eliminates check writing and mailing process.
Get paid faster. No delay associated with mailing and manual processing.
You can replace customer credit card payments to ACH payments, resulting in 2-3% savings.
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What is new?
InLattice supports ACH Transactions and NACHA file.Testimonials "Inlattice is a tremendously helpful system to my business. It allows me to increase productivity and gives my customers a great alternative to paper invoices."
Alexander L. Forbes
Tidewater Auctions, LLC
"InLattice is a reliable, creative, cost effective, unique solution. I will keep actively suggesting InLattice to appropriate QuickBooks users."
Michael Block, CPA
QuickBooks-Add-Ons.com