Add a default bank account

Before you can use the Bank transfer feature, you must first add payees. The first step is to add your company business account as your default payee, so Soldo can return your money if required.

Getting started is simple. You can add your default bank account from the:

• Configure section
• Account info section

Add your default bank account from the Configure section

1. From the left-side menu, select Configure > Payees.
   
2. Select Add payee.
   

3. Provide the details for your company business account.
   Note: Ensure that the payee type is set to "My bank accounts". If this is the first time you're adding a payee, this should be automatically selected for you.

4. Select Check payee details.
   
5. Soldo will then verify your payee details to help ensure a secure payment.
6. Check that you're happy with the information you have entered, then select Confirm.
   
7. Your default bank account will be added.
   Note: It's not possible to remove your default payee account. However, you can add a new payee and select this as your new default payee.

Add your default bank account from the Company info section

You can also check and edit your default bank account from the Company info section.

1. From the left-side menu, select Account info.
   
2. Select Add bank account.
   
3. The remainder of the steps are the same as described above.

Change default payee

If you’ve already added your default bank account and need to switch to another account, follow the steps below:

1. From the left-side menu, select Configure > Payees.
   
2. Select the payee from the list of verified payees.
   

3. Select the three dots (more options) and then select Set as default payee.
   

   Note: Only payees with the type “My bank accounts” can be set as your default payee. It’s not possible with Client, Supplier or Employee type payees.

   Learn about Bank transfers Add a new payee

Before you can use the Bank transfer feature, you must first add payees. The first step is to add your company business account as your default payee, so Soldo can return your money if required.

Getting started is simple. You can add your default bank account from the:

• Configure section
• Account info section

Add your default bank account from the Configure section

1. From the navigation menu, select Configure > Payees.
2. Select Create payee.
   

3. Provide the details for your company business account.
   

4. Select Check payee details. Soldo will then verify your payee details to help ensure a secure payment.
5. Once confirmed, you'll see the review screen. Check that you're happy with the information you have entered, then select Confirm and your default bank account will be added.

Add your default bank account from the Company info section

You can also check and edit your default bank account from the Company info section.

1. From the navigation menu, select Account info.
2. From the Info tab, look for the Bank account section. Click Add.
3. Provide the details for your company business account.
4. Select Check payee details. Soldo will then verify your payee details to help ensure a secure payment.

Change default payee

If you’ve already added your default bank account and need to switch to another business account, follow the steps below:

1. From the navigation menu, select Configure > Payees.
2. Select the payee (the account you want to become the default) from the list of verified payees.

3. Select the three dots (more options) and then select Set as default payee.