Payment Initiation

If you ever need to submit a one off payment outside of an API integration, you can do that in Monitor with just a few clicks!

Navigate to the details page of a Person/Business that you would like to debit/credit.

Next, locate the account that you’d like to debit/credit, and select “Transfer Money” underneath the Actions menu.

Then, fill out your payment details and submit! You will then be able to track the status of your transfer in the Transfers table.

Note: Only users with Admin or Payment Initiator roles will be able to view and use the payment initiation feature.