How to pre-register a payment source

Update: As of March 25th, 2023 eModal has switched over to its new payment processing solution. As a result, the Payment Source Pre-Registration feature has been retired. If you want to add or re-add a payment source in eModal, please instead refer to this article: How to add or edit a payment source

On March 25th, 2023, eModal is migrating to a multi-vendor payment processing solution. This migration requires companies to re-register payment sources. 

On March 13th, 2023, an ACH payment source pre-registration feature will become available in eModal, to ensure a seamless transition process. Pre-registering a payment source will make it available after the payment processor migration. 

It is essential that companies with ACH payment source(s) pre-register to prevent a service disruption. 

On March 21st, 2023, a Credit/Debit Card payment source pre-registration feature will become available in eModal.

How to Pre-Register a Payment Source in eModal

Once logged into eModal, navigate to the Administration tab.

Expand the tab and select Payment Source Management.

Within the Payment Source Management page, you will see two tabs: Current Payment Sources and Payment Source Pre-Registration. Select Payment Source Pre-Registration.

To add a payment source for our next-generation payment processor, select the red "+" on the right-hand side of the screen. The Add Payment Source page will be displayed in which you will input the required company, bank, and billing information.

You are also able to specify users who are authorized to use this payment source. This can be done by searching the first and/or last name. Please note that only users affiliated with your company can be selected.

Once complete, select Submit. You will see a green confirmation banner once your payment method has been successfully added.

ACH Payment Source Verification

ACH payment sources are verified through a code linked to a micro-deposit. The step-by-step process is outlined below.

1. After pre-registering an ACH payment source, it will enter a PendingVerification status. For further instructions on pre-registering a payment source, please see How to Pre-Register a Payment Method in eModal
2. Within 5 to 7 days, a $0.01 micro-deposit will appear in the bank account. A 6-digit code will be included in the bank statement transaction name.
3. To complete the verification, click the verify button for the pending payment source in eModal. This opens a secure page with our payment processor.
4. Enter the 6-digit code included with the micro-deposit transaction. This confirms with our payment processor that you have access to the account.
5. Click Verify, and once the Bank account verified message appears, close the page.
6. Refresh the Payment Source Pre-Registration tab in eModal, by pressing Ctrl+R. The ACH payment source will now show Active status and can be used immediately following the payment processor migration.

For more information on adding and managing payment sources, please see How to add or edit a payment source.

For Company Administrators

As a company administrator, you can create a security group that grants the ability for other affiliated users to manage payment sources. Once the security group is created, it must be manually applied to intended users.

Step 1: Navigate to the Security Group Management screen in eModal (Administration → Security Group Management)

Step 2: Select the correct company, and click ADD

Step 3: Expand the menu (eModal → Administration) and select Payment Source Management. Click CREATE

Step 4: Select the newly created security group, and click Add Users. Select one or more users, and click ADD.