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 firstname.lastname@example.org.
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.