Getting Started

Step 1: Get in Touch

Contact PBFE to obtain the software programs to debit checking and savings accounts and credit cards. You can reach us by phone at 561.433.4EFT, by fax at 561.433.4311, or by e-mail at sales@pbfe.com.

Step 2: Choose Your Billing Days

Choose up to 4 days of the month to debit for payment. Dates should not be beyond the 28th.

Step 3: File Client Account Info

Retain a voided check of the client account to be debited or an imprint of the credit card and keep it for future reference.

Step 4: Obtain Client Authorization

Have each person to be debited sign an authorization for automatic withdrawal. We can provide you with sample agreements if you need them.

Step 5: Submit EFT Forms To PBFE

Complete both the Electronic Funds Transfer Information Sheet and the Electronic Funds Transfer Agreement Form and mail the originals to Palm Beach Financial Exchange, Inc.