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Create a Fund Transfer

Applies to: Finance Managers, Administrators

Use the transfer function to move funds between a customer's own wallets or between different customer's own accounts, as required.

Steps to Create a Transfer​

  1. Navigate to Finance > Transfers.
  2. Click the Create button.
  3. Select the Customer: and click the action button.
  4. Fill in the transfer details:
    • From Account Select the source customer and their wallet.
    • To Account Select the destination customer and their wallet.
    • Amount: Enter the transfer amount.
  5. Click Submit to execute the transfer.

Filter Create-Transfer

Important Notes​

  • Transfers are usually processed instantly.
  • Both accounts will see a transaction record for auditability.
  • Ensure the destination wallet supports the same currency as the source to avoid conversion issues.