Setting Up ACH For A KrewesCtrl User With GrowSimple

1.  Login to KrewesCtrl
2. Search for member
3. Click on Name
4. Click VIEW button
5. On Top nav bar click ‘Card & eCheck Processor’
6. If this is the first time that you have gone to this page for the member, it will create a new customer account at GrowSimple to link the accounts.
7. On this page there should be a CustomerID (this is the ID In GrowSimple)
   
   

NEXT: Either setup the ACH PROCESSING IN GROWSIMPLE DIRECTLY or through KrewesCtrl

VERSION  1 – Setup through GrowSimple

1.  Login to GrowSimple
2. Click Customers
3. Search for the Customer Name or Number
4. Click RECURRING
5. Complete Form
   1. Credit Card Information
   1. Amount
6. Click Repeat this Transaction
   1. Payment Title: Charge Name
   1. First Run: Date of first charge
   1. Frequency:  Daily, Weekly, Monthly, Annually/Yearly
   1. Ongoing:
      1. On – No set end to transactions
      1. Off – Set the # of times to process.

VERSION 2 – Setup through KrewesCtrl

1. Go to the Card & eCheck Processo Screen
2. In the Payment Methods section, click +ADD
3. Enter Credit Card Information, Address, and click ADD NEW PAYMENT TYPE
   (to verify that this is updated, you can check the customer account in GrowSimple under ‘Wallet’)
4. Click the RECURRING tab.
5. Complete form
   • Payment Method: If there is only 1 payment method, it will default to the only payment type.
   • Amount: The amount to be charged each time
   • Start Date:  Presently begins day after the existing day
   • How Often:  Daily, Weekly, Monthly, Annually/Yearly
   • How Many Times:  Including this initial charge.
6. Click ADD NEW RECURRING TRANSACTION

Either method, an administrator will need to review and reconcile charges.  They will not be automatically assigned to the users account in KrewesCtrl.