Overview
BoldTrail BackOffice allows organizations in the United States to make payments via the ACH network. As an agent, you can make payments, connect bank accounts and see the status of related ACH payments.
If you have any issues with the Payload gateway integration, please reach out to the Payload support team.
How can I add my bank account for ACH payments as an agent?
Go to Billing > Credit cards & Bank accounts section and click the three dots icon, then select Add bank account. You'll have two options for connecting your bank account:
Quick setup – this is a recommended way to connect your bank account. We use Plaid to secure your bank account connection.
Manual setup – if your bank is not yet listed on Plaid, or you run into an issue with quick setup, use this option and enter the required credentials to proceed.
Where can I see my ACH payment status?
Go to Accounting > Chart of accounts > Payload and open the Pending transactions tab.