ServiceFactor Release Notes: June 9th, 2026
ServiceFactor Release Notes: June 9th, 2026
Introducing ACH bank payments through ServiceFactor Pay
ACH bank payments are now available in ServiceFactor Pay. ACH lets you accept payments directly from a customer's bank account instead of a credit card, with lower processing fees and a clean fit for commercial customers, larger invoices, and recurring billing scenarios.
What's available with this release:
- Capture an ACH payment from the office on any invoice that supports
- ServiceFactor Pay.
- Save a customer's bank account on file (bank-on-file) for repeat use, the
- same way you save credit cards today.
- Customers can pay you with ACH through the Bill Pay payment link, alongside the existing credit card option.
- Run an ACH refund from the office when you need to return a payment to a customer's bank account.
- Service agreement auto-pay now runs against bank-on-file accounts the same way it runs against saved credit cards.
- See live status on each ACH payment: pending while the transaction is moving through the bank network (typically 1 to 3 business days), settled once it
- clears.
- Customer notifications and receipts are wired into the same template system you already use for card payments.
- QuickBooks sync waits for ACH to clear before posting, so your books reflect what actually landed, not what was attempted.
- Settlement happens automatically. ServiceFactor checks the bank network overnight and updates each payment's status without any manual
- reconciliation on your side.
- ServiceFactor June 9 2026 Release Notes 1
- Failures and reversals are handled automatically. If a payment is rejected or reversed by the bank, the reversal is applied to the payment record
- automatically so your AR balance stays accurate.
- ACH is available from the office and through the Bill Pay payment link in this release. Field technicians taking payment on the mobile app will continue to use credit cards.
Getting ACH turned on
ACH is available to tenants on ServiceFactor Pay and requires a quick enablement step on your merchant account. To get ACH enabled, or to talk through whether it fits your billing flow, reach out to your ServiceFactor Pay contact or
Related Articles
ServiceFactor Release Notes: June 25th, 2026
ServiceFactor Release Notes: June 25th 2026 This release focuses on QuickBooks sync reliability, dispatch board and reporting fixes, mobile sync and search consistency. QuickBooks sync improvements Duplicate invoices and duplicate customers that ...
ServiceFactor Release Notes: June 2nd 2026
ServiceFactor Release Notes: June 2nd 2026 Reporting and PM contract reliability Service Agreements in their renewal period and missed renewals now have a dedicated tab under Agreements Contract Required Materials Report date range filter now extends ...
How to Handle Deposit for Service Work
1. Go to Invoice/Payment Tab on the WO Invoice that the deposit was collected for, add payment type of “Deposit” and enter true payment type in Reference field (as seen below) with Deposit amount. 2. Go into QuickBooks Online (QBO) and pull up the ...