For: Owners, Finance
A payment method is a card or bank account. Jolly uses it to add points to your wallet, the pot of points you send from. It also pays the charges for the rewards you give. Only Owners and Finance users can add one. Managers, Recruiters and Staff cannot.
How do I add a payment method?
Check where you are. Please make sure you are in the right organization, and use a secure browser session.
Open Billing. Click Settings in the left sidebar. Then click the Billing tab.
Click Add payment method.
Pick a type. Choose a card, or a bank account. A bank account payment is called ACH.
Enter the details. Fill in the secure form. For a bank account, have the account holder name, routing number, account number and account type ready.
Check and save. Review what you typed, then save. For a bank account, finish the bank check. You should see the method in the Billing tab.
Good to know
Please keep your bank details private. Do not share them with anyone.
You can make a method the default if it should pay future wallet funding and budget charges.
Some banks check your account at once. Others send small test deposits, which takes 1 to 3 business days. When they arrive, please enter their amounts in Jolly.
ACH transfers can take several business days to settle after the account is verified.
If Add payment method does not appear, please check that your role is Owner or Finance and that you are in the right organization.
Questions? Click Help in the left sidebar of your admin dashboard to start a chat with us.