Before you begin
Make sure your business setup is approved and that the correct Saved Bank Account and recipient are available. Verify the recipient’s bank details independently before continuing.
Create the payment
Sign in and select Make a payment.
Choose the Saved Bank Account you will use to fund the payment.
Choose an existing recipient or add a new one.
Enter the amount you want to send or the amount the recipient should receive, whichever option is available.
Continue to two-step verification and choose an available verification method.
Review the rate, amounts, recipient, funding account, references, and any fees shown.
Confirm that the payment details are correct, then submit the payment.
If the rate changes
The rate may change before you submit the payment. If an updated rate appears, review the new amounts and select Approve Updated Rate. You cannot continue until you approve it.
After you submit
Quotable Payments creates a payment record after submission and shows the funding instructions and references for that payment. Follow them exactly. A submitted payment is not yet funded or completed.