This article explains how clients can add Brex as a payment method and pay invoices using Brex instant transfer.
✅ Step 1 – Click Pay from the home page
The home page will show payments that are due. Clients can also access this information from the Payments tab via the Payroll icon.
The Payments tab is only visible to approved payers. If the user is not an authorized payer, they will not have a payment widget on the home screen and will not see a payment area in the menu.
✅ Step 2 – Select the workers to be paid
Use the filters to select invoices by contract type, currency, entity, group, and more.
By default, all invoices will be checked, enabling payment to everyone at once. However, it is possible to mass unselect and choose only the specific individuals for payment.
The estimated total due for all selected invoices will be presented in USD. When the payment flow is initiated to begin paying workers, the currency can be changed, and the new amount and currency will be reflected on the platform.
✅ Step 3 – Link the payment method
Select Brex instant transfer while linking the payment method.
Clients must be Brex account owners with Admin permissions to proceed.
Brex is available in USD.
✅ Step 4 – Confirm payment details
Double-check the amount to be paid, and click Confirm Payment
To see the statement before the transfer, click Download PDF.
Select the type of statement wanted - Summary or Detailed - and click Download.
Clients can confirm the payment by selecting the Payments tab in the Payroll icon and then selecting Statements & Receipts, the receipt will say Paid.