There are 2 ways of creating payments from the platform:
Option 1: If you have the funds already available on balance:
Go to the ´Payments´ tab and click on the ´Send New Payment´ button on the right hand side of the page.
Enter the payment details. The system will automatically show the list of available beneficiaries by currency.
You can choose to send the payment to an existing beneficiary or you can create a new one by clicking on ´+ Add new beneficiary.´
Once you have entered all the details, click ´Send´ and the payment will be created.
If you scroll down the page you will be able to see further details of the payment, download a copy of the payment instructions, and also cancel the payment.
Option 2: If you have already created the FX transaction (Spot, DD or Forwards):
If you want to allocate the payment to an existing beneficiary go to the next step. If it is a new beneficiary, please add the beneficiary first by following the steps in this guide: How can I add a new beneficiary?
Click on the ´Trade´ button in the menu.
Select the trade you need to associate the payment with and click on ´Add Payment.´ A window will appear where you can select the beneficiary, the payment amount and add the payment reference if needed.
After doing that, click on ´Add´ to confirm the payment.
If you have any questions, please contact us via Live Chat.