The following guide provides an outline on sending money domestically to pay suppliers using Cashflow.io.
This guide provides an overview of how to send money domestically to pay suppliers using Cashflow.io. It details the process of transferring funds quickly and securely, ensuring your payments are processed in a timely manner.
Step 1: Select the SEND payments card
Step 2: Choose the preferred sending method
Select bank transfer when paying domestic suppliers and bills. Cross Border can be selected to pay international suppliers, click here to learn more.
Step 3: Specify the amount to send and enter the contact details
Ensure the proper funding account is selected and enter all the required contact details including the bill/invoice number.
Step 4: Choose the sending option and additional payment options
If you have the banking information on hand, select to manually input the bank account, enter the information. You can use the save this bank account for later option to save the tokenized payment information to the contact for later use. If not, use the payment link option to send a secure link to accept the payment.
Other options are available such as selecting the appropriate approval contact required for this payment (learn more about managing user permissions here). Invoices or files can be attached to payments sent.
Step 5: Review and pay
Review all the information entered above and select "Send Payment" to complete. Use the schedule payment option to select a date for the payment to be sent.
