COMPANY037 - How to send funds using Simple Send

Modified on Thu, 8 May at 9:13 AM

Overview

XTRM enables fast, secure, and efficient payments to individuals and companies across the globe. Using our AnyPay™ platform, payments can be initiated through various sources—including API integrations, spreadsheet uploads, and our online portal—and routed to any type of beneficiary.


Payment instructions can originate from systems such as Salesforce, PRM, ERP, or internal platforms, and be submitted to XTRM via the XAPI or file transfer. Once submitted, you can track and manage transactions 24/7, with access to detailed reporting at every step.


What is Simple Send?

Simple Send is a quick and easy way to send a single payment to any individual or company, worldwide, in any currency. This feature is ideal for one-off payments and is accessible through the XTRM platform.


How to Use Simple Send

Follow the steps below to send a payment using Simple Send:


1. Log In and Navigate

  • Go to xtrm.com and log into your account.

  • On the left-hand menu, click Send, then click Go under the Simple Send section.



2. Select the Recipient

  • In the Send To field, search for the Company or Person you wish to pay.

  • Click Select to proceed.

  • If the recipient is not listed, you may click Add Person or Add Company to add a new contact.



3. Enter Payment Details

  • Fill in the required and optional fields, provide a description, and click Continue.

  • Note: Current transaction limits are displayed at the bottom of this screen.

    • If you've reached your limit and wish to request an increase, please email: support@xtrm.com.



4. Choose Fee Option

  • Select your preferred fee option from the dropdown list.

  • Click Send to complete the transaction.



5. View Payment Confirmation

  • Once the payment is submitted, you'll be redirected to your Wallet.

  • You can view payment details for the Company or Person you just sent funds to.








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