Set up ACH to safely, securely, and efficiently make payroll payments. Remove the hassle of manual payments.
Managing Your Payment Methods on Remofirst
Ensuring your payment methods are up-to-date is key to seamless transactions and efficient financial management. This guide will walk you through how to add, verify, and update your payment methods on the Remofirst platform.
Adding and Verifying New Bank Accounts
Step 1: Log in to your Remofirst account and navigate to the 'Payment Methods' tab in the sidebar menu.
Step 2: Click the 'Add Method' button. You will be prompted to select your bank from the list or use the search box to find it. Then, log in to your bank account.
Step 3: Follow the instructions provided by Stripe to connect and verify your account.
Step 4. Link your account to Remofirst.
Success! Your account has been linked to Remofirst through Stripe. Select the Continue with Remofirst Inc button.
A confirmation message will appear indicating that your payment method has been added and set as the default. Once verified, your future payments for approved payrolls will automatically be processed using this method.
Step 5: To verify your account, you may be redirected to a new page. If not, click the 'Verify' button.
Complete the verification process, which may include confirming micro-deposits made to your bank account. Enter the six-digit code from your bank statement and click 'Verify'.
Then click Verify.
If verification is successful, a confirmation page will appear. You can close this window and return to your Remofirst account.
If you exceed the number of allowed verification attempts, you will see the following message:
Once verified, your new bank account will be added as the default payment method for newly generated invoices.
In case you have any outstanding invoices, you will need to indicate whether you have already made a wire payment for any of them. Please indicate so by switching from "No" to "Yes" in the corresponding column in the table.
Add Multiple Payment Methods
Step 1. Add another payment method
To add another payment method, simply select 'Add Payment Method' and follow the verification steps as before. Once verified, you can switch between payment methods or set a new default for transactions.
Remove Payment Methods
Step 1. Select the Payment method to remove
To remove a payment method, click the 'Delete' icon next to the method you wish to remove.
A confirmation prompt will appear. Note that if you're removing your default method, you'll need to set a new default before proceeding. 
If you are aiming to remove the non-default payment, kindly review the details carefully and confirm your decision to proceed with the removal.
Changing auto-payment settings
If you need to disable auto-payment for ACH, simply navigate to the 'Auto-Payment' toggle and switch it off. A prompt will ask you to confirm the action and provide a reason for the change, which helps us improve our services.
Need help?
Please contact finance@remofirst.com if you require any assistance. We are here to support!