- Under the Transactions tab, click Request Money.
- Enter the following information in the fields provided (all three fields are mandatory to complete the transaction):
- Amount of money requested, e.g., $1.23.
- Email address of the individual from whom the funds are being requested.
- The fund source into which the funds will be deposited.
- You can also add a message to provide additional information along with the transaction request. There are three options:
- Attach a PDF invoice
- Add a link to a URL for the recipient to view
- Add a reference number, e.g., PO#
- Once the transaction has been completed, click Next: Confirm Transaction.
- Review the details of the transaction on the summary page. From here, you can:
- confirm the request
- click the Preview email link to review the request email that will be received by your transaction partner, or
- click the Go Back link to edit the request if it needs to be changed.
- When you are ready to confirm the request, click Send Request Now.
- After confirming the request, a confirmation page displays with the transaction details. Here you can cancel the transaction via the Cancel Transaction button.