Setup

Setting Up Docyt Check & ACH Service

  • Docyt offers convenient check and ACH payment services for hassle-free vendor payments. Follow these steps to set up Docyt Check and ACH services:

    1. Access Business Settings:

      • Click on the gear icon located in the top right corner and select "Settings" from the dropdown menu.
    2. Choose Your Business:

      • In the Settings page, click on "My Businesses" and select the desired business you want to access.
    3. Begin Payment Methods Setup:

      • In the left panel of Business Setup, click on "Payment Methods" to initiate the setup for Bill Pay.
    4. Setup Authorized Signatory:

      • Click the "Activate" button next to Authorized Signatory.
      • If applicable, select the option "I am an authorized signatory..."
      • The authorized signatory should upload their signature in Docyt, identical to the one used on bank checks.
      • Scan the displayed QR code using any smartphone's camera to open a secure signature pad for digital signature entry.
      • After adding the signature, click the option to Refresh (bottom page).
        For a better understanding, you can view the screenshots of the above information by clicking here. This will provide you with a visual guide to follow along with the steps outlined in the article.
    5. Activate Docyt Check:

      • Click the "Activate" button next to Docyt Check.
      • Click on "Get Started" to provide business information and verify your bank account.
      • Add the necessary business information and click "Next."
      • Select the bank account from which the check payments will be drawn.
      • Choose the "Verify Instantly" option and follow the steps to verify via Plaid.
      • If needed, use the "Add New Bank Account" option to connect a new account via Plaid securely. Click "Next."
      • Finally, enter the starting Docyt check number and click "Done."

        For a better understanding, you can view the screenshots of the above information by clicking here. This will provide you with a visual guide to follow along with the steps outlined in the article.

    6. Activate ACH:

      • Note that Docyt's banking partners require KYC and anti-money laundering audits before activating ACH. Key owner/shareholder information may be requested during this process.
      • Click the "Activate" button next to ACH.
      • Click on "Get Started" to begin the ACH setup.
      • Follow the steps for providing business entity details, Account Admin details, and Controller details. Click "Save" when needed.
      • To confirm the accuracy of all entered business information, click "Certify" in the orange notification bar.
      • Proceed by clicking "Connect" next to ACH Verification.
      • Select the bank account from which ACH payments will be drawn.

    For a better understanding, you can view the screenshots of the above information by clicking here. This will provide you with a visual guide to follow along with the steps outlined in the article.

     

    By following these steps, you can easily set up Docyt Check and ACH services, simplifying your payment processes and ensuring secure verification.