In this tutorial we will guide you on how to make a single outgoing payment from the client-office.
Please enter the platform Client Office and click to tab Payments, which was located on the left side.
There are some types of payments such as: Bank payment, Card top-up, Between my accounts, To FintechLab member (Internal payment), Bank mass payment.
The next step is to choose one of the types for a new payment. To create a single outgoing transaction, please choose a Bank payment option and click Create.
In the payment creation mask, fill Beneficiary details such as (company name, country, address line, city, postal code) and then to fill the Bank details (bank country, IBAN, account). Next stage is to indicate in the payment amount currency, amount and payment description and click Next.
IBAN info will be automatically fulfilled from the integrated iban.com service.
Use one of the two types of payment confirmation. There is OTP (one time password) code, which you will receive on your mobile app. 2FA (two-factor authentication) is preferred because it is more reliable and secure, this type of code requires PSD2 (Directive (EU) 2015/2366). There is a confirmation code, which you will receive on your Email after the profile approval. It’s a static code you can use for many times.
In the section Confirm payment check your payment details on accuracy and type your personal confirmation code and click Confirm.
After confirmation, the payment will be sent successfully.
After confirming the payment, you can find it in the tab History.
There are 2 types on customer accounts available in the system: customer personal; customer revenue. Both account types accumulate customer billing information under the back-office section Accounts > Customer accounts.…