ACHplug for WordPress — set it up in nine steps

Plays by itself. Press a dot to jump, or Pause to read. About 90 seconds.

⌂ My Site   + New
Dashboard
Posts
Pages
Plugins
Installed Plugins
Add Plugin
Settings

Add Plugins Upload Plugin

If you have a plugin in a .zip format, you may install it by uploading it here.

Choose File   achplug-plugin-2e-2026-09-03.zip   Install Now
Installing Plugin from uploaded file… Plugin installed successfully.   Activate Plugin
1 · Install. Plugins → Add Plugin → Upload Plugin → choose the ACHplug zip → Install Now → Activate. It takes you straight to Getting started.
⌂ My Site   + New
Dashboard
Pages
🌳 ACHplug
Dashboard
Collect
Sales Journal
Settings
Getting started
Features
ACHplugDashboardCollectSales JournalSettingsGetting startedFeatures

Getting started with ACHplug

1. Settings — who you are and where the money goes
Your payee name, address, discount, repeats.
2. Settings — what your bank needs to collect
Company ID (EIN) and origination routing number.
3. Put the box on a page
Press +, search ACHplug, drag the block in.
2 · Getting started. Three steps, on one page. The green bar at the top is on every ACHplug screen — Dashboard, Collect, Sales Journal, Settings, Features.
⌂ My Site   + New
Dashboard
Pages
🌳 ACHplug
Dashboard
Collect
Sales Journal
Settings
Getting started
ACHplugDashboardCollectSales JournalSettingsGetting started

1. What is this box for?

Selling somethingThe customer pays a price. You can give a discount.
Taking donationsDonor picks the amount. Receipt carries your tax ID.

2. Who you are

3 · Settings — who you are. Selling or donations. Your legal name exactly as your bank has it, your address, your email. These print on the customer's confirmation.
⌂ My Site   + New
Dashboard
Pages
🌳 ACHplug
Settings
ACHplugDashboardCollectSales JournalSettings

3. The offer

4. Repeating payments

Let customers select "repeat this payment"Weekly, monthly or yearly — until they stop it, for a number of payments, or until a date. Each period appears on Collect by itself.
4 · Settings — the offer. Your discount for paying by bank — 0 to 90, your call. A prefix for order numbers. And whether customers may set up repeating payments: a contract in twelve payments, a monthly service, a monthly gift.
⌂ My Site   + New
Dashboard
Pages
🌳 ACHplug
Settings
ACHplugDashboardCollectSales JournalSettings

5. How the money is collected

Customer enters their bank details and approvesYour bank collects it from a file ACHplug builds.
Customer sends it from their bankThe box shows your account; they send it.

6. Collecting — what your bank needs in the file

What to say to your bank, word for word: achplug.com/help-collect

SAVE
5 · Settings — your bank. Leave section 5 on the first choice. Section 6 is the two things your bank needs in every file: your Company ID, usually your EIN, and the routing number they use for ACH origination. One phone call gets both. Save.
⌂ My Site   + New
+ ↶ ↷Save draft Publish

Book a roof inspection

Type / to choose a block

ACHplug — pay from your bank
What are you selling?
6 · Put the box on a page. Pages → Add New. Press the blue +, type ACHplug, click the tree. In the panel on the right: what you sell and the price. Publish. (Or paste the shortcode [achplug name="…" price="…"] — same thing.)

Book a roof inspection

Roof inspection deposit
Holds your date. Applied to the job.
Pay by card
$500.00
Instant.Pay by card
Pay from your bank
$475.00
$500.00 You save 5%Pay from my bank
7 · What your customer sees. Card price and bank price side by side, your discount already worked out. They press Pay from my bank.
Roof inspection deposit
Your name
Maria Lopez
Email — your receipt goes here
maria@example.com
Your bank account
Routing number (9 digits)
021000021
JPMORGAN CHASE, TAMPA FL
Account number
•••••• 6789
☑ Repeat this payment every month · ◉ for 12 payments
I authorize Jersey Shore Constllc to collect $475.00 from this account, and each repeat, and I understand I can revoke this any time from the link in my email.
Buy — $475.00
8 · The customer's form. Name, email, routing number — their bank's name appears as they type — account number. Repeat every month for 12 payments, if you allowed it. One sentence of authorization. Buy. They get a confirmation on screen and by email.
⌂ My Site   + New
Dashboard
Pages
🌳 ACHplug
Dashboard
Collect
Sales Journal
ACHplugDashboardCollectSales JournalSettings

Collect

Ready to collect (1) · $475.00

RefCustomerBankAmount
JS-482913Maria LopezJPMORGAN CHASE ····6789$475.00

Download bank file (1 payment, $475.00)   I uploaded it — mark all as sent to bank

Sent to bank — waiting to clear

RefCustomerAmount
JS-118204Tom Reilly$500.00Received Returned
9 · Your one job — Collect. Download the bank file. Upload it on your bank's ACH origination page. Press "I uploaded it." When the money lands in your account, press Received — the customer gets their receipt and it goes into the Sales Journal. One minute a day.