How Do I Add ACH Bank Payment Information to an Existing Customer Account?

Adding bank account information to an existing customer's account for ACH payments requires a few preparatory steps and the use of the hosted account page.

1. Enable Hosted Pages: First, ensure that your hosted pages are enabled and that the Customer View setting is set to "Account Login" (it may be set to "Guest View" by default).

2. Access the Hosted Account Management URL:

   • Navigate to the customer's account page in the Recurly Admin Console.

   • On the right-hand side of the page, locate the Hosted Pages section.

   • Find and copy the Hosted Account Management URL.

3. Add Bank Account Information:

   • Provide this URL to your customer, or use it yourself, to access their hosted account page.

   • On the page, click "Change Payment Method."

   • Select "Bank account" to edit and add the payment information to use for ACH bank payments.