How to set up a payment method

We've made it easier for you to make payment for your invoices by introducing additional payment methods like SEPA direct debit, ACH direct debit, and all major credit/debit cards. Direct debit will show up as an option only if your billing currency is USD or EUR. 

This article will cover the following: 

• Setting up ACH direct debit through Trustly
• Setting up ACH direct debit manually
• Setting up SEPA direct debit
• Setting up credit/debit cards

Setting up ACH direct debit directly through Trustly

You can set up a payment method from the Payment methods tab on Remote. When setting up ACH direct debit you can choose to use our verification partner, Trustly to set it up as this is the fastest way. ACH Direct Debit cannot be setup with USD bank accounts outside of the United States. In order to use ACH Direct Debit payments, you would need to have a USD bank account in the United States. From the Remote platform:

1. Click on Payment methods.
2. Click on the Add payment method button on the right.
3. Choose ACH Direct Debit. The click on Instantly verify my account.
4. You will be prompted to choose your bank from the list and sign into your bank. 
   Note: If you cannot find your bank on the list, the ACH direct debit will have to be set up manually. 
   
   
   
   
5. Choose the bank account you want linked to ACH direct debit and review the details. If the details are correct, click on Confirm & Deposit. We will deposit two small payments into this account. 
   
   
   
   
6. It will take about 1-2 days for the deposits to appear on your bank statement. Once you have this information, go to the Payment methods tab to verify your bank account by confirming the deposits.
   
   
   
   
7. You will be asked to confirm the deposit amounts.
   
   
   
   
8. Once you have confirmed the deposit, you will be asked to authorize Remote to pull the payment from your account when your invoice is due. 
   See also: Does Remote support automated invoice payments?
   
   
   
   
9. You're all set! 🎉 

Setting up ACH direct debit manually

We've introduced the manual verification option because Trustly doesn't support all banks. If your bank is not on the list, please reach out to help@remote.com so we can enable this option for you. Once we have enabled this for you: 

1. Go to Payment methods.
2. Click on ACH Direct Debit. 
   
   
   
   
3. You will see an option to enter in your details manually. Click on Manually verify my account. You will be asked to input your bank account information. 
   
   
   
4. Once you've filled out your bank account information, click on Confirm & Deposit. We will send two deposits to the bank account you've shared. You need to look out for these amounts on your bank statement and come back to the platform to confirm the amounts you've received. Without this, your setup won't be complete.
   
   
   
   
5. Once you've seen the deposits in your account, go to the Payment methods tab to Verify payment method.
   
   
   
   
6. You will be asked to confirm the deposit amounts.
   
   
   
   
7. Once you have confirmed the deposit, you will be asked to authorize Remote to pull the payment from your account when your invoice is due. 
   
   
   
   
8. If you see the screen below, then you're all set! 
   
   
   
   

Setting up SEPA direct debit

Our customers who have their billing currency set to EUR have the option of setting up SEPA direct debit as an option. When you choose SEPA direct debit, you will be prompted to fill out your account information. 

See also: 

• Where can I find the SEPA direct debit mandate?
• What is the creditor ID for SEPA or ACH Direct Debit setup?

Setting up credit/debit cards

For customers who do not have EUR or USD as a billing option, they are able to set up their credit/debit card as a payment method. With this payment method, it is important to note that you will incur a 3% processing fee.

See also: How to set a default payment method