Adding customer number or invoice number to ACH NACHA file

Tracey Harris

Hello, does anyone know how to set up ACH so that your customer number or invoice number pulls into the NACHA file? Some vendors seem to request this when sending but we can't figure out how to do it. Blackbaud's only suggestion was to add a notes field, but that is in the bank set up in database view so wouldn't apply on a vendor by vendor basis.

Mary Teo

We haven't been able to add it to the NACHA file, but we do send an automated remittance via email. When setting up the EFT bank account, scroll down to Add contact information. Scroll down again to Add contact method. In the drop-down, choose EFT Email and then add the vendor email address.