How to set up a payment method

Article author
Nneka
  • Updated

On Remote, we have several options you can choose from when making payment for your invoices. We offer bank transfer, direct debit or card payments. For Direct Debit, we currently support US (ACH), Europe (SEPA) and the UK (BACS).

This article will cover the following: 

Setting up ACH direct debit directly through Trustly

ACH Direct Debit is the system used for USD bank accounts. To set this up, we use a verification partner that uses Open Banking to help verify and add your account. To set up the direct debit on Remote: 

  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

    ach_verification.gif

  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. 

    verify_bank_ach.png

  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.

    verify_bank_ach_2.png

  7. You will be asked to confirm the deposit amounts.

    confirm_deposits.png

  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?

    authorize_payment.png

  9. You're all set! 🎉 

Setting up ACH direct debit manually

If you cannot see your bank on the automatic verification list, or your bank does not use Open Banking, we’ll first need to complete verifications on your account. After this, we will enable the manual setup option on Remote to enable you to add Direct Debit.

To manually verify your account:

  1. Go to Payment methods.
  2. Click on ACH Direct Debit

    add_ach.png

  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. 
    Note: If you do not see this option, this means we’ll need to verify your Remote account first. Please reach out to help@remote.com for further assistance. 
    manually_verify_account.png

  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.

    confirm_bank.png

  5. Once you've seen the deposits in your account, go to the Payment methods tab to Verify payment method.

    verify_bank.png

  6. You will be asked to confirm the deposit amounts.

    confirm_deposits.png

  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. 

    authorize_payment.png

  8. If you see the screen below, then you're all set! 

    setup_complete.png

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: 

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Setting up BACS direct debit

If your billing currency is Great British Pounds (GBP), you’ll be eligible to add a BACS Direct Debit as your payment method.

Note: Automated invoice payments is not yet enabled when using BACS Direct Debit, so you'll need to approve and pay invoices manually. We hope to launch this feature soon.

To do this:

  1. Go to Payment methods.
  2. Click on BACS Direct Debit. See
  3. You will be prompted to fill out your bank information
  4. Tick the checkbox and click on Confirm.
    See also: Why can’t I see BACS Direct Debit?

    bacs_direct_debit.png

  5. You will be prompted to confirm the details you've filled out one more time.

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: Why does the credit/debit card payment method have a surcharge?

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See also: How to set a default payment method

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