Before you create the payment
Check that the Global Account's available balance covers the payment and the fees shown during review. An incoming transfer can appear in activity while it is still unavailable to spend.
Create the payment
Open Global Accounts and select Pay for the account you want to use, or start a payment and choose Global Account balance as the source.
Confirm the selected Global Account and currency.
Choose an existing Recipient or add a new one.
Enter the amount to send or the amount the Recipient should receive, when that option is available.
Review the exchange rate, amounts, Recipient, source account, references, and fees shown.
Complete the review, approval, or Two-step verification steps required for your business.
Submit the payment.
After submission
After submission, Quotable Payments creates a payment record and shows its current status. The Recipient hasn't necessarily received the funds yet. Track the payment until it reaches a final status.
If the available balance changes or Quotable Payments refreshes the rate before submission, check the updated amounts again before continuing.