Add a new payee

Note: You'll need to add your company business account as your default payee first, so Soldo can return your money if required. If you haven't done this already, you can follow this guide.

Tip: Adding a verified payee allows you to store the bank transfer details for seamless payments in the future. If you just need to make a one-off bank transfer and don't want to store the details, you can follow this guide instead.

Add a new verified payee

1. From the left-side menu, select Configure > Payees.
   
2. Select Add payee.
   
3. Select the payment type, i.e. Faster Payment or SEPA payment, then enter the payee details.
   
4. Select the Account type (Business, personal) and the Payee type (Suppliers, Clients, Employees, or My bank accounts).
   
5. Select Check payee details.
   
6. Soldo will then verify your payee details (Confirmation Of Payee) to help ensure a secure payment.
   For more information on Confirmation of Payee, see this article.
7. Select Next.
   
8. Check that you're happy with the information you have entered, then select Confirm.
   
   

Adding a verified payee allows you to store the bank transfer details for seamless payments in the future. If you just need to make a one-off bank transfer and don't want to store the details, you can follow this guide instead.

Add a new verified payee

1. From the navigation menu, select Configure > Payees.
2. Select Create payee.
   
3. Select the payment type, i.e. Faster Payment or SEPA payment, then enter the payee details.
   
4. Select the Account type (Business, personal) and the Payee type (Suppliers, Clients, Employees, or My bank accounts).
5. Select Check payee details. Soldo will then verify your payee details (Confirmation Of Payee) to help ensure a secure payment.
6. When complete, select Next.
7. Check that you're happy with the information you've entered, then select Confirm.