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Invoice advance
Send and receive money
How do I add a new beneficiary?
  1. Go to "Account & Currencies" and click "Send money".
  2. Choose the source of funds, the amount, and the currency the beneficiary will receive.
  3. In the "Which account should we send it to?" step, click "+ Add a new account".
  4. Indicate whether the account is inside the United States (paid via ACH) or outside the United States (paid via SWIFT).
  5. Enter the bank details: account holder name, routing number (for example, the ABA Routing Number for ACH), and account number.
    • Note: For ACH payments, make sure you enter the ACH routing number to avoid rejections.
  6. Enter the beneficiary company details: legal name, country, state, city, ZIP code, and address.
  7. Add an alias to easily identify the account and a contact email address, then click "Continue".


Done! The account is saved and selected so you can continue with your transaction.