Quick Pay

Quick Pay is for sending one payment to someone outside your organization when there’s no invoice to attach: a reimbursement, a deposit, a one-off contractor payment. You fill in four things, review, and submit it for approval.

You’ll find it in the sidebar under Move Money → Quick Pay. The page is described as Send one payment without raising a bill for it.

Why use it

• It’s fast. Who to pay, how much, from which account, and what for. Mezzanine works out how it’s paid from the two accounts.
• It’s still approved. One payment, no invoice. It still goes through approval. Each payment is approved under your organization’s approval policy like any other.
• You can pay a wallet you don’t have as a contact. Paste the address, and it’s screened against sanctions lists before it can be approved.

How it works

1. You choose who to pay and how much, and the account it’s paid from.
2. You say what it’s for. Approvers see this as the payment’s description.
3. You review it and submit it for approval.
4. Approvers authorize it, and it’s signed and sent. See Approve, sign and send a payment.

When to use it

• A one-off payment with no invoice.
• Paying a pasted wallet address you don’t want to set up as a contact yet.

If you have an invoice, or need a due date, category or documents, use Bill Pay. The Need to add more details? Use Bill Pay link moves what you’ve entered to a new bill. To move money between your own accounts, use Internal Transfers.

Using the page

The page is one card, Quick Pay. See All Quick Payments above it opens Move Money, filtered to Quick Pay.

Field	What to enter
To	Who you’re paying. Choose a contact’s account, choose Add recipient, or paste a wallet address. Your own accounts aren’t offered
Amount	The amount and asset. The assets offered follow the recipient: a wallet or Safe takes tokens, a bank takes dollars or other currencies
From	The account it’s paid from. You see what it holds
Pay in by	ACH or Wire, shown only when your bank pays into your Universal Account on the way
What for	What the payment is for, up to 90 characters: the Payment’s description that reviewers see.

Click Review (it shows the payment, e.g. Review 500 USDC to Acme). The review shows the payment as approvers will see it, its Policy and What happens next. Then Back, Save Draft or Submit for approval. After submitting you see Quick Pay submitted. It is in Move Money, waiting on approval. and land on the payment in Move Money.

Actions, at the top right, has See All Quick Payments, Add Bill Payment, Add Internal Transfer, Move Money Settings and Approval & Execution Engine.

Good to know

• Every field is needed before you can review. Review stays greyed out until To, Amount, From and What for are filled in.
• You can’t send more than the account holds. Holds … , which is less than you are sending. If the balance can’t be read, you see Balance unavailable, so the amount can’t be checked against it. and can carry on.
• A pasted address isn’t a contact. A pasted address is not a contact. Screening runs before approval; add them to Contacts to skip this next time. Approvers see the payment flagged as paid to a pasted address.
• There’s no invoice, due date or category. A Quick Pay is due today and filed as Uncategorized.
• Mismatched accounts warn. Paying a crypto asset to a bank account (or the reverse) warns that it cannot be executed that way and should only be used if it settles through that account off-platform.
• From a Universal Account to a bank, the payment is in USD, and must be more than $1: Payments of $1 or less can’t be sent from a Universal Account.
• From a Safe or wallet to a bank, it’s paid in USDC and converted to dollars on the way. The review shows the Minimum deposit, Auto-conversion fee and Estimated arrival.
• Nothing to pay from yet? With no accounts, the page reads Nothing to pay from yet: Quick Pay sends from one of your accounts. Add one first.

Who can use it

To…	You need the permission
Open this page and save or submit a payment	View outgoing transfers and Propose bill payments

The page needs the Approve Payments app installed in the App Library.

Without View outgoing transfers, the page says You can’t view payments. Without Propose bill payments, it says You can’t create this payment. Both let you request the missing permission.