Paying someone with Plastiq has never been easier. Follow the steps below to send out a payment today!
Submit a New Payment
- You can begin the payment submission process by clicking the "+ Add New" button on your Navigation Sidebar.
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- Clicking this button will trigger a pop-up menu that will take you directly to the steps for beginning a new payment.
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- Let us know which recipient you would like to pay. Remember that the recipient's name will be used when identifying who the payment is "Payable To."
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- How much do you want to send? At this stage, enter your payment amount. This will be known as the principal amount.
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- We need to know a few more details about your payment so your recipient can credit you once they receive the funds.
We will prompt you for the name of the account holder (or "beneficiary") and any other crediting details, such as an account or invoice number. You also have the option of including more information in the memo section.
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- You can select a delivery date for your payment on the next screen and indicate whether or not this payment will repeat. Selecting Weekly or Monthly will create a series of scheduled payments.
Click the Preview link at this stage to display the scheduled processing date for your payment. The processing date is when we will charge your card.
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When submitting a payment, you will have the opportunity to include supporting documentation. Providing this documentation ahead of time helps our Account Services team expedite the payment review process.
Supporting documentation can include:
-Verification of your identity.
-An associated bill, invoice, lease, or other evidence of your payment terms with the recipient.
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- Select how you want to pay from the Payment Method dropdown menu. Once you've made your selection, the pricing for your payment will be displayed.
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- At the final step, you'll have an opportunity to review all of the information you've provided. Please take a moment to ensure these details are accurate because once your payment is processed, none of these details can be changed.
To see a breakdown of your payment's fees, select the highlighted blue price in the space marked Total Fee. Then, select Submit Payment to complete this transaction.
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