Request Money

Request Money feature targets users who have receivables due from various individuals and are also periodic in nature. As the name suggests the user needs to initiate a request to pull money from the debtor (the person from whom the money is due to be received) by providing details of the debtor through debtor maintenance.

Once the request is initiated, the details are sent and then after processes the request to the debtors bank.

You are here How to reach here:

Payments > Request Money
OR
Dashboard > Make your payments > More Options > Overview > Request Money card > Request Money

To request for the money:

Field Description

Field Name	Description
Request From	Debtor from which you need to request for money.
Amount	Amount that needs to be transferred.
Request In	Account along with the account nickname where the money needs to be received. For more information on Account Nickname, click here.
Balance	Net balance in the selected account.
Receive On	Date on which the money needs to be received.
Note	Narrative for the transaction.

From the Request From list, select the debtor to whom the money is to be requested, and then the account maintained under debtor.

Note: If there are no debtor mapped, click on Add Debtor. And add the bank account details of the debtor.

In the Amount field, enter amount that needs to be transferred.
From the Request In list, select the appropriate account where the money needs to be received.
From the Receive On list, select the appropriate date on which the money needs to be received.
In the Note field, enter the description for transaction.
Click Request.
OR
Click Cancel to cancel the transaction.
The Review screen appears. Verify the details, and click Confirm .
OR
Click Cancel to cancel the transaction.
The success message appears along with the reference number.
Click Done to complete the transaction.

FAQs

When will I receive the money I requested?

Can I cancel a request for money?

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