💸 Payment FAQs – RollCredits

🏦 How do I link my bank account?

Go to the Bank Account tab under Company Settings.
Click "Link Account"
Enter your account type, account number, and routing number, then click "Next" ➡️
A confirmation screen will appear — click "Confirm" ✅

🔁 Our payments partner, Checkbook, will verify your bank using micro-deposits.
This process takes 1–2 business days.

💡 By choosing manual verification, you’re authorizing two small credits and one offsetting debit (no net change to your account).
Once the micro-deposits appear in your bank account, enter the exact amounts to complete verification.

🎉 Once verified, your bank info will automatically appear in your RollCredits account.

✔️ How do I mark an invoice as paid?

Go to the Transactions tab and click the eye icon 👁️ on the invoice to view its details.
Select the Payments tab, then click "I’ve Already Paid For This"
A pop-up will appear. You can either:
- 📎 Upload proof of payment
- ✅ Or simply click "Mark as Paid" without uploading anything
The invoice will now show as Paid in your Transactions list!

📬 Has my vendor been paid yet?

You can track the payment status by:

Going to Transactions
Clicking into the relevant transaction
Navigating to the Payments tab

Additionally, your vendor can check the status by reopening the link in their payment email.

💡 Here’s how the payment process works:

We email the vendor with options to choose their preferred payment method
Once selected, payment is processed
The vendor receives the funds 🎉

❌ My payment failed. What do I do now?

First, check for any messages or alerts from us in your RollCredits dashboard 📬
Double-check that all payment info was entered correctly ✏️
Still stuck? Email us at help@rollcredits.io — we’re happy to help!

✏️ My payment information is wrong. How do I fix it?

If you made a mistake (e.g., a typo in the recipient’s name or email):

Cancel the payment
Correct the info
Re-send the payment 🧾

🛑 How do I cancel a payment?

You can cancel a payment any time before the recipient chooses how to receive it.

Just click the "Cancel Payment" button at the bottom of the payment details screen. ✅

⚠️ Why can’t I cancel my payment?

Once funds start moving, the system can’t cancel the payment automatically.
Instead, when you click "Request Cancellation", we’ll work with Checkbook to stop the payment and return your funds.

📨 You’ll receive confirmation and updates by email.

🚫 Why can’t I send a payment?

To send a payment, make sure:

🏦 You’ve linked your bank account (here's how)
✍️ You’ve added a signature (required for payments over $2,000)

If you’ve done both and it’s still not working, email us at help@rollcredits.io.

📧 Why am I getting emails from Checkbook.io?

Checkbook.io is our official payment partner.
They handle the delivery of payments made through RollCredits.

If anything seems off or confusing, reach out to us at help@rollcredits.io and we’ll resolve it for you.

🔐 Is my bank information secure?

Yes! ✅

We do not store your bank account numbers or login credentials.
Our partners (like Checkbook) follow strict industry-standard security protocols used by financial institutions.

Your privacy and financial security are a top priority at RollCredits 🛡️

💳 How do I make a payment?

✅ Make sure your bank account is linked
If you haven’t linked your bank yet, follow this guide:
🔗 How to link your bank account
📤 Upload the invoice
- Go to Transactions → Vendors & Contractors
- Click “Upload & Scan” → choose Invoice
- A transaction will be created with the uploaded invoice attached.
👁️ Click the “eye” icon on the transaction to open details
- Navigate to the Payments tab
- Click "Pay using RollCredits"
✉️ Choose your payment method:
- Send via Email:
  The vendor receives an email and chooses between ACH or a digital check.
  All you need is their email address.
- Send via Direct Deposit:
  If you already have their ACH details (bank account, routing number, and account type), send funds directly.
  💡 Takes ~4–5 business days to arrive.

➗ How can I split a payment?

Currently, we don’t support payment splitting directly.

💡 Workaround:
Upload the invoice twice, adjust the amount on each version, and pay them separately.

Need help? Email us at help@rollcredits.io and we’ve got your back!

🧾 I’ve already paid part of an invoice — how do I pay the rest?

🧩 Split the invoice manually:
- Upload the invoice twice
- Adjust the dollar amounts to reflect the paid vs unpaid portions.
🟢 Mark the first half as paid:
- Go to Transactions and click the eye icon
- Open the Payments tab
- Click “I’ve Already Paid For This”
- You can either:
  - Upload proof of payment 📎
  - Or just click "Mark as Paid" ✅
💸 Pay the second invoice:
- Open it → go to the Payments tab
- Click “Pay using RollCredits” and proceed as normal

🛑 I need to cancel a digital check that’s already been printed — what now?

If the check status is 'PRINTED', it cannot be voided in our system.

📄 Once a check is printed by the vendor, it becomes a traditional paper check, outside our tracking system. Even if marked “VOID” in RollCredits, it may still be deposited.

🚫 To stop it for real, you’ll need to contact your bank and request a Stop Payment.

📦 How do I pay vendors in bulk?

We don’t support true bulk payments yet — each invoice must be paid individually.

💡 But here’s a workaround:
You can combine multiple invoices into one PDF (outside RollCredits), upload it as a single invoice, and make one payment for that total.