Send a payment to one of your saved payees directly from the Modulr Portal.
You can make a payment to one of the Payees that has been created already. You just select it from a list of your Payees when you set the payment up to save you having to enter all the details again therefore avoiding making errors.
- Select the account you want to make a payment from.
- Select the button above the transaction table – ‘Payment or transfer’.
- Select the 'To a saved payee' option from the dropdown
- Complete the details on the form including the amount.
a. If you don’t have many payees set up, the ‘To’ field will show a list of all your payees to choose from.
b. If you have a large number of payees, you can simply start typing the name of the payee and you can select it from a list of results. - You can set up the payment to send on a date in the future in the ‘payment date’ field – or select ‘Today’ to send the payment immediately (subject to approval if approvals is turned on).
- Select Next.
- You’ll see a confirmation screen – check the details, if anything’s wrong, you can go back and edit the setup form.
- Select Confirm to finish – after processing, the next screen will display that the payment has either been made successfully, or what stage of ‘Pending’ it has entered.
- Pending Payments can be viewed in the Pending Payments page.