For: Owners
Owners can add a payment method from the Billing area of the Jolly admin portal. Payment methods are used to fund your organization wallet and cover rewards budget charges.
In the screenshot below:
Click Settings in the left sidebar.
Open the Billing tab.
Click Add payment method.
Before you start
You must be an Owner or on the Finance role. Managers, Recruiters, and Staff cannot add or manage payment methods.
Confirm you are in the correct organization before adding billing details.
If you are adding ACH, have the bank account holder name, routing number, account number, and account type ready.
Use a secure browser session. Do not share bank credentials with anyone.
Complete the payment method setup
Choose the payment method type: credit/debit card or bank account/ACH.
Complete the secure payment form.
Review the details carefully, then save the payment method.
Adding an ACH bank account
ACH lets your organization pay from a connected bank account instead of a card.
Choose Bank account or ACH when prompted for the payment method type.
Enter the account holder name, routing number, account number, and account type.
Complete the bank verification step. Depending on the bank, this may be instant verification or micro-deposit verification.
If micro-deposits are required, wait for the small test deposits to appear in the bank account, then return to Jolly and enter the deposit amounts to verify the account.
Set the ACH method as the default payment method if it should be used for future wallet funding or budget charges.
Timing
Instant bank verification can complete during setup.
Micro-deposit verification usually takes 1 to 3 business days.
ACH transfers can take several business days to settle after the bank account is verified.
If you do not see payment method options
Confirm your role is Owner or Finance in Settings.
Confirm you are in the correct organization.
Questions? Click Help in the left sidebar to start a chat with us. You can also email support@jolly.com (Mon-Fri, 9am-5pm ET; after-hours messages answered next business day).