Hi, my name is Carol, and I work with the accounts receivable here at ACCU. Today’s tutorial will be showing homeowners how to sign up for ACH I am going to walk you through the portal step by step on how to set this up for your HOA dues. Once you are in the portal, you will go to your dashboard. You’re going to select, make a payment, and there’s going to be two options in there. There’s going to be an auto draft and one will say one time payment. If you go to select auto draft, you’re going to see that there’s an option that says Enroll/Update All Properties.
Keep in mind in the verbiage in here, it also indicates in order to enroll for auto draft, your account must be paid in full. So if you have a balance, you do need to make a one time payment in order for your ACH to be enrolled.
If your account is at a zero balance, you will be able to go into your portal and you will select, Enroll/Update All Properties That is where you will enter your checking account number. And that is going to ask you to confirm your checking account number. Your start date will be the date that you are in the portal. It does have to be set up a month prior to the month that you want it to start.
Then you will enter your routing number and then when you go to the bottom of the page, it’s going to ask for your signature. That is where you’ll put your initials and then you will select
Enroll in Auto Draft. Once you’re enrolled in the auto draft, there’s a set date for each community. it will draft out every month. That would be one less thing you would have to worry about.
If you have further questions or if you have difficulty setting this up, I would be the direct person that you would contact to get this going and I’d be more than happy to walk you through step by step to get this set up.
Thank you for watching this video. Now you are all set up for your HOA Dues Autopay. This should be one less thing you have to worry about, and I hope you have a great day.