Non-instant ACH verification for newly added bank accounts (or existing bank accounts in need of verification) can be performed via Stripe using two methods:
Descriptor code (only supported by Stripe integration 2.0)
Micro deposits (only supported by Stripe integration 1.0)
The appropriate verification method will be automatically selected for newly added accounts. For bank accounts that have been added previously but have not been verified yet, both options will be shown. Only one needs to be filled in to proceed.
Verify newly added bank accounts
To verify a new bank account through the Admin Portal:
Open the Flex Admin Portal and open a company or member profile.
Click the plus button
in the Payment Details section and select Add Payment Method.
Click Request Payment Details.
The customer will receive an e-mail informing them that you request their payment details.
They must click Update Payment Details, select "US bank account," enter their full name, select their bank, and click Set up bank account.
They must click Agree and continue to log in to their bank account.
When their account is connected to Stripe, they must click the Back button.
They must click Set up bank account to finish the setup.
They will receive a confirmation that their payment details are successfully synced.
After the data is synced, the customer must enter their Routing number and Account number as provided by the bank:
After completing this step, the customer will receive their Descriptor Code. They will use it to verify the bank account in OfficeRnD.
Click the cogwheel
next to the newly added bank account and select Verify:
Enter the customer's descriptor code and click Verify. A confirmation or error message will appear to indicate completion.
