Payment sources let you save payment methods to reuse and share between authorized users in your company. This saves time and streamlines the process of making payments through eModal.
Two types of payment sources can be added in eModal: Credit/Debit Card and ACH Direct Debit. Instructions for adding each are found in this article.
Please note the below rules for managing payment sources:
- By default, only company administrators can add or edit payment source information in eModal.
- Only company administrators can grant other affiliated users the ability to add, edit or use saved payment sources in eModal.
Instructions for administrators are found at the bottom of this article.
Credit/Debit Card
As a company administrator or authorized user, you can create a Credit/Debit Card payment source for use by authorized users within your company. Once a payment source is created, it can be edited or deleted from the same screen.
Step 1: Navigate to the Payment Source Management screen in eModal (Administration → Payment Source Management)
Please note that if you do not see the Payment Source Management screen in your menu, either your user account does not have permission to manage payment sources or your company is inactive.
Step 2: Click on the red + button to add a new payment source.
Step 3: Select your company and the Credit/Debit Card account type. Input the rest of the information. If applicable, there is an option to Pre-fill with Company Address.
Please note that all fields with an asterisk (*), including NickName and Prefix, are required.
Step 4: Select and add any Authorized Users, and click SUBMIT.
Please note that if the SUBMIT button is greyed out, one or more required fields have not been correctly filled out.
Instructional video
ACH Direct Debit
Please note that the ACH Direct Debit payment source type is not enabled by default. To request approval for your company to use ACH, please contact eModal Support using the web form found here:
If your company is approved for ACH, the ACH Direct Debit option will appear in the Account Type selection dropdown. Once a payment source is created, it can be edited or deleted from the same screen.
Step 1: Navigate to the Payment Source Management screen in eModal (Administration → Payment Source Management)
Please note that if you do not see the Payment Source Management screen in your menu, either your user account does not have permission to manage payment sources or your company is inactive.
Step 2: Click on the red + button to add a new payment source.
Step 3: Select your company and the ACH Direct Debit account type. Input the rest of the information. If applicable, there is an option to Pre-fill with Company Address.
Please note that all fields with an asterisk (*), including NickName and Prefix, are required.
Step 4: Select and add any Authorized Users, and click SUBMIT.
Please note that if the SUBMIT button is greyed out, one or more required fields have not been correctly filled out.
Step 5: Wait 5-7 business days, and verify the payment source with our payment processor. Instructions are found here: ACH Payment Source Verification
Instructional video
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.
- After registering an ACH payment source, it will enter a PendingVerification status.
- 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.
- To complete the verification, click the verify button for the pending payment source in eModal. This opens a secure page with our payment processor.
- Enter the 6-digit code included with the micro-deposit transaction. This confirms with our payment processor that you have access to the account.
- Click Verify, and once the Bank account verified message appears, close the page.
- Refresh the Payment Source Management screen in eModal, by pressing Ctrl+R. The ACH payment source will now show Active status and is available to use.
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.