Skip to main content
_FB_2018-Icons-finalized-cleaned-up_new_FB_2018-Icons-finalized-cleaned-up_newGroup 9
Back
Scroll to top

Adding ACH Template Demo

ACH is an electronic payment system that is faster and easier to process than traditional checks. Learn how to create a template to send ACH payments to anyone you do business with.

Step 1:
Log in to online banking.

When you enrolled in First Bank digital banking, you created a Login ID and Password. Enter that information in the corresponding screens and then click the “Log In” button. Next, you will be asked to enter your password, then click “Continue.”

First Bank homepage with login area highlighted. First Bank Online Banking password screen.

Step 2:
Navigate to Payment.

From the menu on the left, click “Commercial” to see the dropdown and choose “Payments.”

Online Banking screen showing where Commercial is located in the menu. Online Banking screen highlighting the save button.

Step 3:
Create a new template.

Click on the “New Template” button and choose the payment type.

Online Banking screen highlighting the New Template button. Online Banking screen showing the ACH Collection option.

Step 4:
Name your template.

Enter a name for the template.

Online Banking screen highlighting the Template Name field.

Step 5:
Select SEC Code.

From the dropdown menu, select the SEC Code.

Online Banking screen highlighting the SEC Code field. Online Banking screen showing the SEC Code dropdown options.

Step 6:
Select a subsidiary.

Search for a subsidiary by name and click one the one you want to use.

Online Banking screen showing the Subsidiary dropdown search fields.

Step 7:
Choose account.

Select the account by searching for either its name or number and click on the one you want to use.

Online Banking screen showing the Account dropdown and search fields.

Step 8:
Enter recipient details.

Search for the recipient by name or account and click on the one you want to use.

Online Banking screen showing the Recipient/Account dropdown and search fields.

Step 9:
Enter amount.

Type in the amount of the ACH and click “Save.”

Online Banking screen highlighting the Amount field. Online Banking screen highlighting the Save button.

Explore our guided tutorials

ACH Payment Learn how to make an ACH Payment from your First Bank account. Remote Deposit Capture Scanner Get tips for installing or updating your scanner. Anytime Deposit for iOS Users Learn how to make deposits from your Apple device. Positive Pay Void Check Stop a check from being processed. Reviewing Scheduled Transactions See how to view your scheduled transactions and make changes. Adding ACH/Wire Recipient Learn how to add recipients to receive wires from your First Bank account. ACH Payroll Process payroll from your First Bank account and learn how to add new payees. Anytime Deposit Learn how to make deposits from anywhere. Anytime Deposit for Android Users Learn how to make deposits from your Android device. Activity Center Explore the treasury capabilities within online banking. ACH Collection Request and collect funds to be transferred to your First Bank account. Company Policy Create policies to help manage your First Bank account. Positive Pay Checks Protect your account from fraud with Positive Pay. Domestic Wire Send money domestically from your First Bank account. ACH Notices & Returns Learn what to do if your item is returned. Assigning User Role Create new user roles and assign them to individuals. New User Add a new user to your First Bank account. International Wire Send money internationally from your First Bank account. Adding ACH/Wire Learn how to create a template to send ACH or wires. Remote Deposit Capture Make fewer trips to the bank to deposit checks. Positive Pay Learn how to guard against unauthorized electronic activity. Uploading NACHA Batch Learn how to upload NACHA files in batches to save time. Positive Pay Search Check Find checks you've issued to verify their status.

Have questions or unsure where to start?

Contact your Treasury Services rep, or one of our support teams below, for help or to schedule personalized demos.

Featured Articles

Get Maximum Flexibility With a Small Business Credit Card

Many small business owners often find themselves managing their business operations, financials, customer service and more. First Bank wants to lessen your workload with a small business credit card to streamline your...

3 Reasons to Use a Commercial Building Loan Calculator

If you’re looking to build or to purchase a commercial building, it’s a great idea to start with a commercial building loan calculator. It can give you a sense of how much to borrow for the property you’re hoping to...

Hassle-Free Savings Account in Asheville, NC

The only thing most people want in a savings account is a safe place to keep their money without being hassled by annoying fees or bothersome requirements. At First Bank in Asheville, North Carolina, you can enjoy the...

Where to Get Mobile Payroll Solutions

In today’s on-the-go world, you can do just about anything from a mobile phone, tablet or laptop. If you run a business in this tech-driven environment and have employees to pay, you might be wondering where to get mobile...

Calculate Your Monthly Mortgage Loan Payment (with Taxes and Insurance)

A mortgage loan calculator with taxes and insurance can help prospective homeowners prepare for the financial responsibility of owning a home. Purchasing a home may be one of the biggest decisions you ever make, so it is...

FinCEN BOI Reporting: What’s Required & Resources

The U.S. Department of Treasury's Financial Crimes Enforcement Network (FinCEN) now requires certain newly-formed and start-up businesses to report their Beneficial Ownership Information (BOI). Here are a few helpful tips...

3 Steps to Creating a Strong and Unique Password

In today’s world, passwords have become an important part of our daily lives. We use them for everything from social media accounts to digital banking, and endless apps in between. Although it is easy to choose the same...

Saving for College – North Carolina

Paying for college begins well before your child ever sets foot on campus. Saving for college from day one is an effective way of combating the rising costs of today’s colleges and universities. There are nearly 200...

Where To Get 20 Year Mortgage Rates

When you’re ready to buy a house, it’s easy to get caught up in all of the excitement of shopping and forget about the financial part. Once you’ve found the perfect house, the first thing you may be wondering is where to...

Find the Best Bank for a Student Checking Account

Student checking accounts are a great way for college students to get their finances in order and prepare for the future. But finding the right checking account at the best bank takes some research. Deciding which bank...