Making a payment using Bank transfer access

Product Team

14 May 2025 15:28
Updated

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In this guide, you’ll learn how authorised users can make a bank transfer payment using the Bank transfer access feature.

Note: If you’re an employee or manager, you’ll only see the Bank transfer section in the web app when you’ve been given access by your Super admin.

Pay a Verified Payee Using Bank Transfer

Log in to the web app.
From the left-side menu, select Bank transfers.
Select your Bank transfer access from the list.
Tip: You may see more than one Bank transfer access. For example, you may have single authorisation and shared authorisation.
From the Payees tab, hover over the payee and select Make a payment.
Select the wallet from which you’re making the payment.
Enter the payment amount, reference, and select a payment reason.
Select Next.
Review the payment details, select Confirm, and complete the Strong Customer Authentication.

Pay an Unlisted Payee with Bank Transfer

Note: If your authorisation allows it, you’ll be able to make a bank transfer payment to any other third-party account that’s not listed as a payee.

From the left-side menu, select Bank transfers.
Select your Bank Transfer Access from the list.
Select Pay a new payee.
Enter the payee details.
Select the account type and payee category.
Select Check payee details.
Soldo will verify the payee details (Confirmation of Payee).
For more information on Confirmation of Payee, see this article.
Select Continue.
Select the wallet to use as the funding source.
Enter the amount, reference, and payment reason.
Select Continue.
Select Confirm and complete Strong Customer Authentication.

Note: If you need to make a bank transfer to the same payee in the future, you’ll need to enter the details again. If you think you’ll need to make regular payments to this payee, you can ask your Super admin to promote them to a verified payee.

Pay a Verified Payee Using Bank Transfer

Pay an Unlisted Payee with Bank Transfer

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