ACH Returns

ACH Returns — One-Page Merchant Guide (Liftoff Platform)

An ACH return happens when a customer’s bank rejects an ACH debit you initiated. You’ll receive a return code explaining why. Act quickly: many issues can be fixed or avoided with better validation, timing, and authorization.

What Is an ACH Return? (vs. Dispute)

·       ACH Return: The debit fails and is sent back with a code (e.g., insufficient funds, invalid account).

·   ACH Dispute: The debit succeeded, but the customer later claims it was unauthorized or improper; their bank may initiate a reversal under NACHA rules.

How Returns Flow

1.     You submit an ACH debit (invoice, VT, recurring).

2.     ODFI (your bank/processor) sends the entry to the network.

3.     RDFI (customer’s bank) approves or rejects.

4.    If rejected, the RDFI sends a return code back; you’re notified by Liftoff Platform with a plain-English reason and next steps.

Typical timing: Returns surface in 2–5 business days depending on the code and bank schedules.

Common Return Codes (What To Do)

·    R01 – Insufficient Funds: Retry on payday or switch to card/RTP; notify customer before retrying.

·       R02 – Account Closed: Get new bank details or alternate payment method.

·    R03 – No Account / Unable to Locate: Verify routing/account numbers; recollect details securely.

·       R04 – Invalid Account Number: Same as R03; confirm digits and account type.

·    R08 – Payment Stopped: Contact customer to lift the stop or take alternate payment.

·     R10 – Not Authorized/Improper: Collect a new NACHA-compliant authorization or use another method.

·       R13 – Invalid Routing Number: Re-validate bank info; confirm correct institution.

·    R16 – Account Frozen/OFAC: Do not retry; request a different account or payment method.

·   R20 – Non-Transaction Account: Use a proper checking account; savings/loan accounts may be restricted.

·    R29 – Corporate Not Authorized (CCD): Obtain correct corporate authorization; confirm SEC code.

Fees & Settlement

·       Many processors assess $10–$15 per ACH return.

·    If you void before settlement (pre-batch), you can often avoid extra fees; after settlement, it’s a refund and original processing fees may remain.

·     Liftoff Platform provides transparent statements and clear notifications, so you know the exact cost and remedy for each return.

Compliance & Thresholds

NACHA enforces return-rate limits—especially for unauthorized categories (commonly targeted at 0.5%). Keep overall returns low and monitor unauthorized codes closely to avoid warnings or fines.

Prevention Playbook

Collect:

·       Validate routing/account numbers at entry.

·       Use the correct SEC code and NACHA-compliant authorization (keep records).

Pre-debit:

·       Send reminder emails/SMS before the pull (amount/date).

·       Allow customers to update bank info or choose an alternate method.

Retry Smartly:

·       For R01, retry on known pay cycles, limit attempts.

·       Don’t retry codes that require new authorization or new account details.

Alternatives:

·       Offer card, RTP, or wire for urgent invoices or repeat returners.

Recordkeeping:

·       Store authorizations and communications; document each remedy by code.

What To Do When You Get a Return (Checklist)

1.     Read the code and message from Liftoff Platform.

2.     Pick a remedy (see codes above).

3.     Void if still pre-settlement; otherwise process a refund.

4.  Contact the customer with a concise, friendly request for updated info/authorization.

5.     Update your workflow (validation, reminders, SEC choice, retry timing).

Mini-FAQ

How long until I see a return?

Most returns appear within 2–5 business days.

Can I avoid the return fee?

If you catch the issue before settlement, voiding often avoids extra fees. After settlement, a refund may still incur the original processing fee.

What return rate is acceptable?

Aim to keep unauthorized returns below 0.5% and overall returns well below NACHA thresholds. Monitor weekly and address root causes quickly.

How Liftoff Platform Helps

·       Clear return alerts with code-specific guidance.

·    Invoicing, Virtual Terminal, Recurring Billing, and Payment Pages to reduce manual errors.

·      Reporting to track return rates by code, improve authorization flows, and optimize retries.

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