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How do I send money to someone?
How do I send money to someone?

Sending a payment with Truss is fast and easy!

Updated this week

Watch our video walk-through:


Sending money:

Note:

  • You can send money to someone directly without adding them to your contacts first. After they accept the first payment from you, they will automatically appear in your contact list

  • When you send money to someone for the first time, they need to connect a bank account for the funds to begin processing


Step-by-step instructions

  1. On the left side of the Truss dashboard, click 'Bills'.

  2. Click 'Pay a bill'.

  3. Select the type of payment that you want to send.

  4. Select a vendor from the dropdown menu, or click '+ New vendor' to send money to someone new.

  5. Select your payment method from the two options.

    Vendor's choice: Send a payment via email and let the vendor decide how they accept funds.

    Direct Deposit: Alternatively, use the vendor's banking account routing information to deposit funds directly into their account.

  6. Enter the amount of money you want to send, a short description, and click 'Review'.

  7. Review the details of your payment, and select your preferred notification method (not applicable for Direct Deposit payments). When you are satisfied, click 'Send payment'.

  8. Your payment will then be sent to your contact.

  9. Your contact will receive an email or text notification of the payment. You can track the status of this payment in real-time in the 'Bills' tab of your Truss dashboard.
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