What does “ACH payment” mean?
ACH stands for Automated Clearing House payment. It’s used for electronic payments and money transfers from one bank account to another. The transfer comes without a need for a paper check, credit card or wire transfer.
How long does an ACH transfer take?
ACH payments take up to seven business days to be reflected in your Stripe account’s available balance.
How do I set up recurring ACH payments?
In order to set up recurring charges and collect them via Stripe, use a quote builder available as part of the Advanced Quotes add-on.
In your PandaDoc account, connect Stripe to PandaDoc. Then, add a product with a recurring price to the catalog. There are three options available for recurring billing: Weekly, Monthly, and Annually. After that, add a payment app to your document and choose the payer. Finally, select a quote and send the document.
I use another gateway payment option. Can I switch it to Stripe?
Yes, and it’s easy to do so. Go to Settings in your PandaDoc account -> API & Integrations -> Find Stripe. Select the integration, then click Connect. Create a Stripe account or sign in into an existing one. You’ll see a confirmation that the authentication has been successful. Going forward, when adding a payment to your document, you’ll have Stripe as your primary payment option.
Is PandaDoc’s payment collection software secure?
Yes, PandaDoc only works with trustworthy payment processors like Stripe, Authorize.net, Square, QuickBooks, and more. PandaDoc uses tokenization to protect payment information.