Phin Security

Setting Up ACH Payments in Phin Security

To set up ACH payments in the Phin Security billing platform for US customers with US bank accounts, users must provide their email, account name, and billing address, then navigate through the billing section to add a new direct debit payment method by selecting their bank and account, agreeing to terms, saving the link, and setting it as primary, with the option to edit payment methods later via the account settings.

Setting up ACH Payments

Setting up ACH payments within the Phin Security billing platform requires the following prerequisites:

  • The customer must reside in the US.
  • The customer must have a US/USD bank account.

You will need the following information to proceed:

  • Email address
  • Account Name
  • Billing address

Steps to Set Up ACH Payments

  1. 1.Navigate to the billing section of the Phin Portal.
  2. 2.Click on Update Payment Method.
  3. 3.Click on Payment Methods.
  4. 4.Click on Add New.
  5. 5.Click on Direct Debit.
  6. 6.Click on Set up ACH.
  7. 7.Agree to the Terms and continue.
  8. 8.Select your bank.
  9. 9.Select your account.
  10. 10.Save with Link.
  11. 11.Once your account is connected, click Done.
  12. 12.Set this payment method as Primary.

Editing a Payment Method

To edit a payment method:

  1. 1.Click into the account you would like to edit.
  2. 2.Click Edit Payment Method.
  3. 3.Follow the prompts to complete the update.