2. Set up Brex payments and billing
Set up card autopay
To ensure smooth sailing with Brex cards, it's important to set up auto-pay before getting started, as you cannot carry a balance and must pay your card statement in full each time.
Step 1: Navigate to the Accounts page and click on “Set up autopay” under Credit.
Step 2: Select one of the linked bank accounts you set up in previous steps to use for card payments.
Step 3: Brex will deposit and withdraw $0.01 for validation. (You may also be asked to verify a code from the deposit dashboard, follow given instructions accordingly).
Step 4: To avoid any service interruptions, confirm with your bank that Brex is allowlisted for ACH payments with these details:
Organization name: Brex Inc
Organization ID: 8195391000
Payments will be made automatically at the end of your statement cycle, or the next business day when the date falls on a weekend.
If you're unable to successfully connect your bank to Brex, you'll be asked to provide us with your two most recent bank statements, as well as the full account and routing numbers for the bank account from which you'd like to make payments.
Statement period date
Note: The default auto-draft date for a customer is the day their account was created.
Many customers prefer that this be the last day of each month. They need to contact their Brex partner to make this change. They cannot do it themselves.
Fund your business account
Click Fund account under business account on the Accounts page and and choose between:
Receive a wire from another bank (best for receiving funds from vendors, investors, or other external banks).
Transfer from a connected account.
Deposit a check.
Then, follow the prompts to fund your account for the first time. If you're still having trouble connecting your bank account, please refer to Manage your bank accounts for underwriting.
TIP: Going forward, when you click Move money > Deposit money in your dashboard, you can select your bank and initiate a transfer to your business account without any sign-in credentials.
Brex software subscription payments
In addition to your card statement, you may have a recurring payment for Brex’s software. Dependent on your agreement, this will be a lump sum that is charged to your account on a monthly or annual cadence.
Brex accepts both ACH and wire payments for software subscriptions. Routing and account numbers for payments can be found on each invoice. Please include your invoice number in the memo line to allow for quick application of payments to invoices.
Autopay, as previously mentioned, is a payment method for subscriptions in which we initiate an ACH debit from your primary account. For all enrolled customers, outstanding payments will be initiated on the enrollment date, and for future invoices, payment will be initiated on the invoice’s due date.
Important: This is the same account that is used for card payments during account setup for any account making monthly payment. If you would like to update your autopay preferences, send an email to ar@brex.com expressing interest. For more details, view the Help Center article linked here.