Bob's Email:
We must be aware of some nuances but I have devised a process that might work. Attached is:
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Word Document - A support-oriented description of the process
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PDF File - A document that can be sent to customers describing the process
Pablo's Process:
1) We send an email invitation for the prospect/client to enter their ACH information.
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To send this email, go to their Maxio subscription.
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On the left-hand list, click the 'Payment Details' tab.
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First attempt: Use the 'Email Customer to Request Payment Update' button so they get the invitation email (which corresponds to the PDF you sent them).
Second Attempt: If they have issues, you will want to call them (or schedule a Zoom call) and revisit this page to use the 'Add Payment Method' button instead, and click on 'New Bank Account'. Gather all the info prompted on the screen and initiate the process on their behalf.
2) Once their bank details are submitted, their bank account will go through a verification process for them to complete (two small transactions are expected within 1-3 business days). They immediately receive another email to verify the two received amounts.
If you check the Maxio Subscription's Payment Details page at this time, it will show a new account as 'Inactive'. The 'cog' icon here is what you would use to 'Resend Verification Link' for them to enter the two small transactions (if they have lost that email).
Once that's successfully done, their account should be verified. The last step on the PDF sheet instructs them to reach out to us to let us know it's been verified.
3) Once successfully verified, we would revisit the 'Payment Details' tab to ensure it notes a verified bank account. From there, you can charge their account (customizations) or start their subscription (moving up their free trial end date).