
Adding Payment Methods
Distributing fair incentives in a timely manner is one of the best ways to thank participants and encourage them to apply for studies in the future. By setting up payment methods in Research Hub, you can ensure incentives distribution is handled properly by all researchers on your team.
In this lesson of our Hub for ReOps: Set Up and Onboarding course, we’ll show you:
- Types of payment methods available to you
- How to set up approved payment methods for your team to use as incentives
- What researchers will see when they select a payment method
As an admin, activating specific payment methods for participant incentives will simplify the way you track and manage project expenses. When other researchers on your team start launching projects, they can feel confident they’ve selected the correct payment method.
📹 Prefer watching to reading? This content is available as both an article and a video. Watch our Customer Success Specialist, Kaylynn, take you through the content in the video below or keep reading to dive in!
Types of payment methods available to you

There are three types of payment methods available to you when paying for participant incentives: prepaid balance, credit cards, and invoice.
- Prepaid balance: A prepaid balance is a sum paid in advance to cover project charges. It allows you to easily allocate budget toward research without having to hold credit card information on your account. You can have multiple prepaid balances and control who is authorized to use the balance. Prepaid balances do not expire, but they do require a minimum prepayment of $2,500 USD or higher.
- Credit cards: Credit cards are synced to individual researcher accounts and cannot be shared amongst team members. To use a credit card towards a project, you must be the project owner and have that card in your account wallet.
- Invoice: Invoices are automatically sent to the billing contact(s) and subscription owner between 3-10 business days after you’ve recorded attendance for your final session. You must pay your invoice by check, ACH, or credit card.
Of these three options, setting up a prepaid balance is typically the most convenient for teams with multiple researchers.
How to set up approved payment methods for your team
To set up a prepaid balance:
Please email Customer Success with the amount you would like to prepay and the name of the person who will serve as an admin over this balance (i.e., the individual who will determine which members of the team can use the balance).
Once your prepaid balance has been paid, you can head to the Prepaid Balances tab in your Account Settings page to view all payment activity and manage who has permission to use the balance.
To add a credit card:
Navigate to the Billing tab of your Account Settings page, and click "Add Card" to add a new credit card. You'll be asked for billing and card information. Your progress will be saved and you'll be able to select your new card when launching your next project.
If you choose to add a credit card, it will be synced to your individual account and cannot be shared amongst team members.
To set up invoicing:
Email billing@userinterviews.com to enable invoicing for your account.
To manage permissions for approved payment methods:
Once your approved payment methods are set up, you can configure which payment methods are shown to your researchers at the time of project launch from the Billing tab of your Team Settings page.

What researchers will see when they select a payment method
When reviewing the details of their project before launch, researchers will be able to select from any payment methods that you’ve approved for your team. In the example below, credit card is the only payment option researchers are able to see and select.

Now that you’ve set up your payment methods, you’re ready to head to the next lesson: Assigning roles and permissions.