How to set up a payment method

Article author
Nneka
  • Updated

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: 

We have temporarily disabled the setup of ACH direct debit as a payment method. Alternatively, customers can pay via bank transfer SEPA direct debit or credit/debit cards for now.

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. 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. 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. To do this, please reach out to our User Happiness team at help@remote.com.

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  4. 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. 

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  5. 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.

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  6. Once you have confirmed the deposit, you will be asked to authorize Remote to pull the payment from your account when the invoice is due. 
    See also: Does Remote support automated invoice payments?

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  7. 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 to initiate the manual verification process. It's important to note that the entire process can take 1-2 business days. Once the manual verification has been enable for your account: 

  1. Go to Payment methods.
  2. Click on ACH Direct Debit. You will see an option to enter in your details manually.

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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 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.

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See also: How to set a default payment method

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