Before you can use Pay someone, 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:
- Pay someone section
- Company info section
Add your default bank account from the Pay someone section
1. From the left-side menu, select Pay someone.
2. Select Add payee.
3. Provide the details for your company business account.
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.
5. Select Check payee details.
6. Soldo will then verify your payee details to help ensure a secure payment.
7. Check that you're happy with the information you have entered, then select Confirm.
Your default bank account will be added.
It is 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 Company info.
2. Select Add bank account.
The remainder of the steps are the same as described above.
FAQs
How to change my default ‘My accounts’ payee?
- Go to Pay someone and select the payee that you wish to set as your default payee.
- Click on the three dots on the top-right and select Set as default payee.