Go ACH User Guide
How to Add a Client in Go ACH
To add a client in Go ACH, open the Clients tab, click Add New Client, enter the client’s name and contact details on the New Client form, and click Submit. Clients (also called receivers) are the customers you debit or credit, saved in your address book.
Controls
Clients list controls
- Active / Inactive dropdown — show active clients or archived ones.
- Contains dropdown + text box — choose a match type, type a term, then click Filter to narrow the list.
- Column headers — click to sort by Name, City, State, Zip, etc.
- Pencil icon — edit a client. ✖ icon — deactivate or remove a client.
- Add New Client — opens the new-client form.
Steps
How to add a new client
- Click Add New Client.
- Enter Name and Email.
- Choose an Address Type (Business or Personal) and fill in Address, Address 2, and City–State–Zip.
- Pick a Phone Type and enter the Phone Number.
- Optionally fill the Custom 1 and Custom 2 fields for your own reference data.
- Leave Active set to Active, then click Submit.
A Name is the only required field; address and phone are optional but recommended. Saved clients can then be selected directly when you create an ACH transaction. See the full Go ACH user guide.
Common questions
Frequently asked questions
How do I add a new client in Go ACH?
Open the Clients tab, click Add New Client, enter at least a Name (plus optional email, address, and phone), and click Submit.
What is a client or receiver in Go ACH?
A client (receiver) is the customer whose bank account you debit or credit. The Clients list is your saved address book of these customers.
What fields are required to add a client?
Only the Name field is required. Address and phone are optional but recommended for your records.
How do I edit or deactivate a client?
Use the pencil icon on a client row to edit, or the ✖ icon to deactivate or remove them. Use the Active/Inactive dropdown to view archived clients.
Get started with GoACH
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