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How do I request funds?

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