The PayAnyone feature allows our users to keep money in their Tuvoli Bank Account instead of transferring them to their Commercial Bank Account. Once set up with PayAnyone, you can transfer funds directly from your Tuvoli Bank Account to other users on our platform or anyone through Wires, ACH, or Paper Checks, thus eliminating the second step of transferring to a Commercial Bank Account.
Step 1: Enabling the PayAnyone Feature Flipper in Tuvoli
- In order to enable the PayAnyone feature, please reach out to a customer service representative at Tuvoli to turn this on for your account.
- Once the PayAnyone Feature has been enabled, log in to your user account in Tuvoli. Find the "Banking Dashboard" icon within the top right waffle icon.
Step 2: Navigating PayAnyone in the Banking Dashboard
- Once in the Banking Dashboard, you will notice two new features in the drop-down menu from enabling PayAnyone. These two features are "New Payment" and "Payee Managment."
- Payee Managment- This is where you will set up your Payee Contacts and Payment Types.
- New Payment- This is where you will create a transfer payment to send out to anyone.
Step 3: Setting Up Your Payee Managment Page
- Once in the Payee Managment page, click on "+ New Payee" and proceed to enter all needed fields as shown below.
*Please Note* For each different type of payment, you will need to create a Payee Account attached to that specific form of payment. Example: Elise Johnson will have her Payee Account set up for strictly Paper Checks. If you would like to change the form of payment from a Paper Check to a wire transfer for Elise, you will need to create a new Payee Account for her labeled "Elise Johnson- Wire Transfer."
Step 4: Sending A Payment
- Once you have added your Payee Accounts, the next step is to actually send a payment. You can access the Payment Feature in two different ways. The first way is to click on "New Payment" on the left list under Banking Dashboard as seen below. The second way is to choose "Add New Payment" on the Payee Managment page as seen below. (Both options will bring you to the same payment section.)
- Once in Payment Details, you will need to add a contact in the TO* field (from the Payee Account List you created prior).
- Next, fill out all needed fields with Trip Details including the Payment Due Date, Trip Number, Tail Number, Amount, etc. You can also upload any documents here as well.
- Once completed, you will be able to send a payment to anyone directly from your Tuvoli Bank Account.