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How to Add Your Business/Trading Bank Account to Pay Management Fees

Add your business or trading account as a payee so you can pay yourself management fees directly

 Steps:

  1. Navigate to the Payees section in your Calmony dashboard
  2. Click Add in the top right corner
  3. Select 'Other' as the Payee Type from the dropdown menu
  4. The mandatory details are:
    • Surname (Business name)
    • Bank details (account name, account number and sort code)
  5. Click Save and Close to create the payee record
  6. You can edit the payee record at any time to add or update details

Once added, you'll be able to make payments to your Business/Trading account instantly.


How to make a payment: Making a Fast Payment