Help CenterThreatLocker provides a quick and easy way to set up an ACH Payment type for ThreatLocker Billing. ACH transfers are electronic money transfers that involve two banks utilizing the Automated Clearing House (ACH) network, making it easier for you to send money securely.
To set up your ACH payment method, navigate to the 'Billing' page using the left-hand side menu of your ThreatLocker Portal.
In the 'Billing' page, navigate to the 'Payment Details' box and select the '+' button.
Selecting this button will open the 'Add Payment Method' sidebar. Insert all of the necessary information into the provided fields. All fields with a '*' are required.
Once all of your information has been entered, select the 'Submit' button at the bottom of the page.
Once submitted, if your information is confirmed, your payment will be added, and you will receive a notification in the bottom right corner.
Payment Details Added
Payment Details Added Successfully
Stripe will send two micro-deposits to the linked account, which may take up to 24 hours to complete. Please proceed with the verification process once these transactions have been finalized.
As the message describes, once the payment details have been added, Stripe will send two micro-deposits to the account you have entered. Please wait 24 hours for these to appear in the account.
Now that the payment method is visible in the 'Payment Details' dropdown, select the yellow '!' that displays alongside the payment method. This button will be used to verify your payment method. As shown in the picture below, this method has not yet been verified
Selecting the verify button will open a pop-up window titled 'Verify ACH Payment'. Here, you have three attempts to enter the correct micro-deposit amounts in the provided fields. Ensure that the left field contains the EARLIEST micro-transaction, whereas the field on the right includes the latest one. Select the 'Submit' button after entering the micro-deposit amounts.
If you insert the payment amounts incorrectly at least once, a 'switch' button will appear, allowing you to flip the numbers in case you accidentally entered the payment amounts in the wrong order.
When you correctly enter the micro-deposit amounts, a pop-up will appear in the bottom right corner stating the following:
Verified ACH Payment
Successfully Verified ACH Payment
You will also notice that the payment method in the 'Payment Details' section is now listed as 'Verified'.
Once verified, ThreatLocker will use the provided information for future invoices.
To ensure that your ACH payment method has been applied, navigate to your invoices and select one of them. This will open the 'Invoice' pop-up window. From here, if your payment method was set up correctly, you should see the following notice within your invoice page:
If you opt to pay your invoice immediately, select the 'Pay Now' button. Then, in the 'Payment Type' dropdown, ensure that ACH is automatically selected.
If the bank information has not been entered, you can select the 'Add Bank Information' button to add your bank account directly from the invoice page.
Selecting this button will open the 'Add Bank Information' page, where you can submit your information.
Updating Payment Details from the Invoice Page
To update your payment details from the invoice page, select the 'Update Payment Details' button.
This will bring you to the payments page. Here, please fill out all the necessary information and ensure that your payment type is set to ACH.
Note: All fields with a '*' are required.
Once all the information has been filled out, select the 'Submit' button. The ACH payment method will need to be verified through the micro-deposits sent to your bank account, as shown previously. This CANNOT be done through the invoice page, and can only be done on the 'Billing' page. After your payment method is verified, you will then be able to make payments using your ACH payment type.