How to Activate Payment Methods in Docyt?

Table of Contents

Step 1: Access Payment Methods

Step 2: Activate Authorised Signatory

Step 3: Activate Docyt Check

Step 4: Activate Docyt ACH

Step 1: Access Payments Methods

1. Log in to your Docyt account.

2. Click on Expense >Bill Pay > Payment Method Setup

Step 2: Activate Authorised Signatory

An authorised signatory is the person whose signature is used on bank checks and is recognized by the financial institution.

1. Docyt will email you a link to set up the authorized signatory.

2. Click Setup Authorized Signatory in the email.

3. You will be redirected to Expense > Bill Pay> Payment Method Setup.

4. Click Activate in the Authorized Signatory section.

5. On the confirmation page, check the box to confirm your identity and click Continue.

6. Follow these steps on your mobile device:

   1. Scan the QR code displayed on the screen.

   2. Use your finger or stylus to draw your signature (tip: turn your phone sideways for more space).

   3. Tap Save on your phone.

   4. Review your signature and click Confirm.

   5. Return to the web app and click Click here to Refresh to sync your signature.

✅ Your signature is now added to Docyt. You can invite additional signatories by clicking + Add Team Member.

Step 3: Activate Docyt Check

1. Click Activate next to Docyt Check.

2. Click Get Started, add business information, and verify your bank account.

3. Add or update your business information and click Next.

4. Select the bank account for check payments.

5. Click Verify Instantly (via Plaid) or select Add New Bank Account if needed.

6. If instant verification isn’t possible, choose Verify Manually and provide:

   1. Bank name

   2. Account type

   3. Account number

   4. Routing number

   Docyt will make two small deposits to your account within 24 hours. Enter these amounts in Docyt to complete verification.

7. Choose your starting Docyt check number.

8. Click Done.

9. Scroll to the bottom and generate sample checks. You will receive a verification code by email. Enter this code to proceed.

Step 4: Activate Docyt ACH

Docyt’s banking partners require identity verification (KYC) and anti-money laundering checks. You will need one of the following documents:

• EIN documentation (IRS SS-4 letter)

• Sales/Use Tax License

• Fictitious name statement

• Business license

ACH Setup Steps

1. Click Activate next to ACH.

2. Click Get Started, then Start next to Business Info.

3. Enter business details (Entity Info) exactly as on your legal documents and click Next.

4. Enter Account Admin details and click Next.

5. Enter Controller details and click Save.

6. Click Certify in the orange notification bar to confirm information.

7. Wait up to 1 business day for verification. You may be asked to provide additional ID or documents (supported formats: .jpg, .jpeg, .png, .pdf).

8. After verification, click Connect next to ACH Verification.

9. Select the bank account for ACH payments.

10. Click Verify Instantly via Plaid or Add New Bank Account.

11. If unable to verify instantly, choose Verify Manually and provide:

    1. Bank name

    2. Account type

    3. Account number

    4. Routing number

    Docyt will place two micro-deposits into your account (within 24 hours). Enter these amounts in Docyt to complete verification.