How to make a Direct Payment (Local)
Introduction
This guide provides step-by-step instructions for making a direct payment with Duplo without first creating an expense.
Direct Payments (which do not require approvals), allow you to quickly transfer funds to vendors, suppliers, or service providers while maintaining proper documentation in your accounting records. By following this simple process, you'll be able to efficiently manage payments and save valuable time while ensuring financial accuracy.
To begin
- Log in to the Merchant Dashboard
- Click on “Payments”
- Select Local transfers as shown below:
- Click on “Make New Transfer” on the “single” payment section of the page as shown below
- Select your payment source from these options:
- Business Wallet
- Expense Account
- Connected Banks (Direct Debit)
- Input the rest of the required information:
- Amount
- Select a beneficiary or create a new one by clicking on “Enter a new beneficiary.”
- Description
- Once done, click on “continue” as shown below:
- You will see a modal to confirm the payment details, as shown below.
- Finalize with your preferred authentication method (email, google auth).
Congratulations, you have just made a successful direct local payment!
Frequently Asked Questions
- Do I need to create an expense before making a payment?
- No. You can make a direct payment that does not require approvals without creating an expense first.
- Where can I find the direct payment option?
- Go to Payments on your dashboard and select Local transfers, then click Make New Transfer.
- What payment sources can I use?
- You can pay from your Business Wallet, Expense Account, or Connected Banks (Direct Debit).
- Can I pay someone who isn’t saved as a beneficiary?
- Yes. You can create a new beneficiary during the payment process.
- Will I be able to review the payment before it is sent?
- Yes. A confirmation screen will appear for you to review and approve the payment.
- How do I finalize the payment?
- You complete the payment using your preferred authentication method (email, google auth) after confirming the details.
Related Articles
How to Make a Scheduled Payment
Introduction Scheduled payments let you set up transactions in advance and choose when funds are sent to your vendor, supplier, or service provider. With scheduled payments, you can plan ahead, manage cash flow effectively, and ensure timely payments ...How to Make a Scheduled Payment
Introduction Scheduled payments let you set up transactions in advance and choose when funds are sent to your vendor, supplier, or service provider. With scheduled payments, you can plan ahead, manage cash flow effectively, and ensure timely payments ...How to make a Direct International Payment
Introduction International Direct Payment allows you to quickly transfer funds to overseas vendors, suppliers, or service providers while maintaining proper documentation in your accounting records. By following this streamlined process, you'll be ...How to make a Direct International Payment
Introduction International Direct Payment allows you to quickly transfer funds to overseas vendors, suppliers, or service providers while maintaining proper documentation in your accounting records. By following this streamlined process, you'll be ...How to Make Multiple Payments (Local Transfer)
Introduction The Multiple Payment feature allows you to initiate and process several payments in one flow, helping you save time and reduce repetitive steps. By following this process, you can efficiently manage payments to multiple vendors or ...