I have had this happen 2 out of the 3 times I have had clients set up ACH. When setting up ACH for the 1st client, I came across the issue and after talking with Moxie & Stripe support I figured out the problem. My second client's ACH didn't ask for the small deposits? The 3rd client also needed the small deposits entered and it again caused confusion and a bad customer experience.

Here's the issue: when a client goes into their portal and sets up ACH, it shows them its verified (see attached). HOWEVER, it's not actually verified on the Stripe payment processing side and I have to wait, ask my client what the two small deposit amounts are that hit their bank statement, manually input it in Stripe, and THEN its verified.

There are no emails or notifications to myself or the client regarding what needs to happen next in this ACH set up process (from Moxie or Stripe). It's confusing to the client because when they add their bank it says verified, and its confusing for me because only 2/3 of my ACH clients needed me to manually type in the small deposits so I don't know when it's verified or not.

I think it would provide a lot of clarity if when a client sets up their ACH in the portal, Moxie auto sends an email to me and to the client saying something like "Thank you for setting up ACH! Please note this is only set up on the portal's end and you many will still need to provide information to verify the bank on the payment processing side." I know this is partially a Stripe issue, but if Moxie can help provide some communication/clarity in the process it would be SO helpful and make me look better to my clients!