This article explains how clients can add Brex as a payment method, and also pay invoices using Brex.

You must have Admin level permissions on your Brex account

In this article:

Adding Brex as a payment method

Making a Brex Payment

How to Add Brex as a Payment Method

✅ Step 1 – Click Pay from your home page, or select Contracts tab

✅ Step 2 – Select the person and click Continue

You can select the boxes to pay individual people, or to pay the entire team at once.

✅ Step 3 – Click Use Another Method

✅ Step 4 – Select Brex

You must be a Brex account owner with Admin permissions in order to proceed.

Brex is available in USD.

Click Continue

✅ Step 5 – Sign in to your Brex account

If you have multiple Brex accounts, select the account you'd like to use and click Select Account

✅ Step 6 – Brex account has been added!

✅ Step 7 – Confirm Payment

Double-check the amount to be paid.

If you want to see the statement before the transfer, click Download PDF.

Select the type of statement you want - Summary or Detailed - and click Download.

Use the X to go back to confirm payment.

✅ Step 8 – Congratulations! 

How to Make a Brex payment

✅ Step 1 – Select Brex as your payment method

Click Continue

✅ Step 2 – Confirm payment 

Double-check the amount to be paid, and click Confirm Payment

If you want to see the statement before the transfer, you can click Download PDF.

Select the type of statement you want - Summary or Detailed - and click Download.

You can confirm the payment by selecting the (1) Payments tab and then selecting (2) Statements & Receipts

When you open the receipt, the receipt will say Paid