How to add payment details?

Last updated: February 19, 2026

This article explains how team members can add their payment details for reimbursements.

Payment details are required in order to receive reimbursement payouts and must be completed before submitting a reimbursement request.


Before you start

Who can add payment details

  • Only team members can add their own payment details.

  • Admins cannot add or edit payment details on behalf of team members.

Read more here on Roles and Permissions.


How to add your payment details

  1. Go to the Reimbursements tab
    From your dashboard, open Reimbursements and click Add Payment Details.

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  1. Add your address details
    Address details are required before you can add payment details.
    Click Add Address Details and complete the form.

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  1. Add your payment details
    Once your address is saved, click Add Payment Details and enter the required information for where you want to receive reimbursements.

  1. Save your details
    After saving, your payment details will be available for future reimbursement requests.


What happens next?

  • Your saved payment details will be used when you submit a reimbursement request.

  • You won’t need to re-enter them unless something changes.

  • Admins will be able to review your payment details when approving reimbursements.


πŸ‘‰ How to request a reimbursement?

πŸ‘‰ How to approve or decline reimbursements?