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How to spend with a pre-approved Bank transfer

Show images

SoldoPlans_AddOn_202505_EN.svgOnce a request is approved, you can complete the payment via the Pre-approved spend section.

  1. From the left-side menu, select Pre-approved spend.
    WC_Request_BankTransferApproved_PreApprovedAnnotated_202506_EN.webp
  2. Find the relevant entry and select Complete payment.
    WC_Request_BankTransferApproved_PreApprovedCompleteAnnotated_202506_EN.webp
  3. Enter a Payment reference (optional) and then select the Payment reason using the dropdown. WC_Request_BankTransferApproved_PreApprovedReasonAnnotated_202506_EN.webp Tip: The Wallet (funding source) and Amount will be pre-populated based on the request. You can reduce the amount if needed, but not exceed the approved amount. WC_Request_BankTransferApproved_PreApprovedExceededAnnotated_202506_EN.webp
  4. Select Continue.
    WC_Request_BankTransferApproved_PreApprovedContinueAnnotated_202506_EN.webp
  5. Review the payment details and select Confirm.
    WC_Request_BankTransferApproved_PreApprovedConfirmedAnnotated_202506_EN.webp
    Note: You can also complete the payment from the Bank transfer section, however, you’ll need to manually enter some details, such as the wallet and amount. For more information on using the Bank transfer section to make payment, refer to this article: Making a payment using Bank transfer.

Show images

SoldoPlans_AddOn_202505_EN.svgOnce a request is approved, you can complete the payment via the Pre-approved spend section.

  1. From the left-side menu, select Pre-approved spend.
    WC_Request_BankTransferApproved_PreApprovedAnnotated_202506_EN.webp
  2. Find the relevant entry and select Complete payment.
    WC_Request_BankTransferApproved_PreApprovedCompleteAnnotated_202506_EN.webp
  3. Enter a Payment reference (optional) and then select the Payment reason using the dropdown. WC_Request_BankTransferApproved_PreApprovedReasonAnnotated_202506_EN.webp Tip: The Wallet (funding source) and Amount will be pre-populated based on the request. You can reduce the amount if needed, but not exceed the approved amount. WC_Request_BankTransferApproved_PreApprovedExceededAnnotated_202506_EN.webp
  4. Select Continue.
    WC_Request_BankTransferApproved_PreApprovedContinueAnnotated_202506_EN.webp
  5. Review the payment details and select Confirm.
    WC_Request_BankTransferApproved_PreApprovedConfirmedAnnotated_202506_EN.webp
    Note: You can also complete the payment from the Bank transfer section, however, you’ll need to manually enter some details, such as the wallet and amount. For more information on using the Bank transfer section to make payment, refer to this article: Making a payment using Bank transfer.
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