Creating a Simple Pay

Overview

Simple Pay allows you to send a direct payment to a counterparty or request a payment from one.

When You Would Use This

Use Simple Pay when you want to make a straightforward payment without escrow protection.

How It Works

Creating a Simple Pay follows a three-step process: Payment, Details, and Review.

Steps

Sending a Payment

1. Click Send Payment from the dashboard or Transactions page.
2. Select Simple Pay.
3. Step 1 — Payment: Choose a Business Contact, enter the amount, and select a payment method.
4. Step 2 — Details: Select a purpose for the payment, enter a reason (visible to your counterparty), and optionally attach or generate an invoice.
5. Step 3 — Review: Review the payment summary and click Confirm and Send.

Requesting a Payment

1. Click Request Payment from the dashboard or Transactions page.
2. Select Simple Pay.
3. Step 1 — Payment: Choose a Business Contact, enter the amount, and set a due date.
4. Step 2 — Details: Select a purpose, enter a reason, and optionally attach or generate an invoice.
5. Step 3 — Review: Review the request and click Confirm and Send.

What Happens Next

• Send Payment: The counterparty receives an invitation to accept the payment.
• Request Payment: The counterparty receives a request and can choose to accept and pay.

If an approval policy applies, the payment may need to be approved by a manager before it proceeds.

Notes

• You can save a payment as a draft and return to it later.
• Purpose options include: Pay for Goods, Pay for Business Services, Salary or Wages, and Other.
• Invoices can be generated automatically or uploaded manually.

Related Articles

• Simple Pay Statuses
• Managing Simple Pay Transactions
• Funding a Payment