Getting Startedplaybook
A step-by-step guide to shifting B2B customers from check and card to ACH — reducing fees and accelerating settlement.
Most B2B companies know ACH is cheaper than card. Few have a systematic plan to drive adoption. This playbook gives finance leaders the business case, communication templates, and implementation timeline to make the shift.
What's Inside
- ACH business case template: calculate fee savings by shifting payment mix from card to ACH — input your current volume, rates, and mix to see the annual impact
- Customer communication templates: email sequences, portal banners, and invoice inserts that position ACH as a convenience for the buyer, not just a cost savings for you
- Adoption timeline: a realistic 90-day plan for shifting 20–30% of card volume to ACH, with milestones and measurement points
- Fee comparison calculator: side-by-side cost analysis of card (with and without Level 2/3 optimization), ACH, and check processing for your specific transaction profile
- Risk and compliance considerations: ACH return handling, bank verification requirements, NACHA compliance, and fraud prevention measures for B2B bank payments
- ERP posting implications: how ACH payments post differently than card payments in your ERP and what configuration changes may be required
Who It's For
Finance leaders, AR Managers, and IT Directors at mid-market B2B companies planning payment method transitions. Especially relevant for companies with high card processing costs and customers who currently pay by check or card out of habit rather than preference.
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A 45\u201360 minute session with a PaymentHub architect. Walk away with a written implementation roadmap for your ERP and gateway stack.