Admins can choose to send deposits immediately or have them begin processing at a later date. Deposits can repeat on a monthly, weekly, or custom schedule.
Step 1: On the Transactions page under the Cash tab, click Add funds and select Bank transfer.
Step 2: Select the account you'd like to transfer funds from and click Next.
Note: If this is your first time depositing funds, you'll need to connect the desired account prior to transferring.
Step 3: Enter the amount you'd like to transfer and the date you want the transfer to begin processing.
If this is a one-time deposit, select Review to confirm the payment details and complete the transfer. To repeat this deposit, continue to Step 4.
Step 4: Select Repeat this deposit.
Step 5: Choose how often you'd like the deposit to recur and set an end date.
Step 6: Review the recurring deposit details and click Add funds to complete.
Step 1: On the Transactions page under the Cash tab, click Add funds and select Bank transfer.
Step 2: Select the account you'd like to transfer funds from and click Next.
Note: If this is your first time depositing funds, you'll need to connect the desired account prior to transferring.
Step 3: Enter the amount you'd like to transfer and the date you want the transfer to begin processing.
If this is a one-time deposit, select Review to confirm the payment details and complete the transfer. To repeat this deposit, continue to Step 4.
Step 4: Select Repeat this deposit.
Step 5: Choose how often you'd like the deposit to recur and set an end date.
Step 6: Review the recurring deposit details and click Add funds to complete.
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