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Transfer money into your company business account

SoldoPlans_All_202407_R_EN.svg

Super admins can move their money from Soldo back into their business bank account, without needing to contact customer support.

Before you make your first payment using Bank transfers, set up your first payee as your business bank account. This will be your default ‘My bank accounts’ payee. If you haven't done this already, you can follow this guide.

  1. From the left-side menu, select Bank transfers.
    WC_BankTransfer_MakePayment_MenuItemAnnotated_202505_EN.webp
  2. Select your Bank transfer access from the list.
    Note: If you have multiple currencies activated, you’ll see an entry for each active currency.WC_BankTransfer_MakePayment_TransferAccessAnnotated_202505_EN.webp
  3. Hover over your bank account and select Make a payment.
    Tip: If you have a large list of payees, use the filter available on this page to quickly find payees in the “My bank accounts” category. WC_BankTransfer_TransferToCompanyAccount_MakePaymentAnnotated_202505_EN.webp

  4. Complete the payment details, review, and confirm the the transfer.

SoldoPlans_All_202407_R_EN.svg

Super admins can move their money from Soldo back into their business bank account, without needing to contact customer support.

Before you make your first payment using Bank transfers, set up your first payee as your business bank account. This will be your default ‘My bank accounts’ payee. If you haven't done this already, you can follow this guide.

  1. From the left-side menu, select Bank transfers.
    WC_BankTransfer_MakePayment_MenuItemAnnotated_202505_EN.webp
  2. Select your Bank transfer access from the list.
    Note: If you have multiple currencies activated, you’ll see an entry for each active currency.WC_BankTransfer_MakePayment_TransferAccessAnnotated_202505_EN.webp
  3. Hover over your bank account and select Make a payment.
    Tip: If you have a large list of payees, use the filter available on this page to quickly find payees in the “My bank accounts” category. WC_BankTransfer_TransferToCompanyAccount_MakePaymentAnnotated_202505_EN.webp

  4. Complete the payment details, review, and confirm the the transfer.

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