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Check ACH Balance and Review Transfer History

How to check your available funds and review transfer history in your Balance Funding Source.

Shandara Hart avatar
Written by Shandara Hart
Updated over 2 weeks ago

The Balance Funding Source can be utilized as a digital "wallet," storing USD funds for quicker payout processing times.

  • If you have not yet signed up for Ricochet ACH, and would like to learn more about getting started, click HERE.

  • For steps on how to add funds to your Balance Funding Source, click HERE

How To Check Your Available Funds In Your Balance Funding Source:

In Ricochet,

  1. Click Preferences

  2. Click Admin

  3. Click the Ricochet Pay & ACH tab

    Under Ricochet ACH, Funding Sources,

  4. Refer to the bold dollar amount next to Balance (type: balance)

How To Check Your Balance Source Transfer History:

In Ricochet,

  1. Click Preferences

  2. Click Admin

  3. Click the Ricochet Pay & ACH tab

    Under Ricochet ACH, Funding Sources,

  4. Click the Balance Transfer History hyperlink

  5. Review Transfer Amount, Facilitator Fee & Date from the pop up window

  6. Click the upper 'X' or lower Close button to exit

Article Summary

Your Balance Funding Source in Ricochet acts like a digital wallet, giving your consignment or resale business faster access to funds through ACH transfers. With just a few clicks in your Ricochet POS system, you can view your current balance and keep track of all past transfers, including amounts, dates, and fees. This makes it easy for store owners and staff to monitor cash flow, verify successful payouts, and maintain accurate financial records.

Whether you're reconciling end-of-day reports or preparing for monthly bookkeeping, having this information at your fingertips adds transparency and peace of mind. If you haven’t yet set up Ricochet ACH, be sure to explore how it can streamline your payments. For those already using it, checking your balance and transfer history is a quick task that helps you stay in control of your business finances. Keep your store running smoothly by staying on top of your ACH activity in Ricochet.

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