Complete a Payment (Client Guide)

Step #1:

Find the email in your inbox from [e-mail] with subject line: [Merchant Name] sent you an Invoice: [Invoice Description]

Click the blue button to complete the payment.

Step #2: 

Blue button in the email from Step #1 will redirect you to the page below.

Click the blue button to connect your bank and send the payment. 

Enter the verification code sent to your email address, click Submit

Step #3:

Follow the prompts to select your bank account type, click Accept

Step #4:

Select Instant Verification to connect your bank instantly via Plaid (recommended).

Alternatively, you may have the option to select Manual Verification to enter bank information manually.

For Manual Verification - Once micro-deposits clear into your account, you must Go to Dashboard and enter the micro-deposit amounts to verify your bank. This can take up to 3 days. This is required in order to complete the payment.

Instant Verification flow is continued below

Select your bank or enter bank name in the search bar to locate it.

Step #5: 

Enter your online bank login credentials and complete bank login.

Your bank login credentials are encrypted and never made accessible to SeamlessChex or Paynote.

If you have multiple accounts with this bank, select the account you want the payment sent from.

Step #6:

Your payment is now being processed!

You will receive a confirmation email as well. Funding Timelines are outlined here. Refer to ACH Debits for sending a payment. 

You will receive a second email once the payment clears into the receiving account!