Approve, sign and send a payment

Goal

Take a payment that’s waiting on you all the way to sent: approve it, then propose, sign and execute its Safe transaction.

How it works

A payment first collects the approvals its policy asks for. If it’s paid from a Safe, someone then proposes the Safe transaction, the Safe’s owners sign it up to the Safe’s threshold, and someone executes it. Each step can be a different person. You’ll only see the steps you’re allowed to take.

Before you start

• You have View outgoing transfers, plus Propose bill payments (for a payment to someone else) or Propose internal transfers (for a transfer between your own accounts). (Who can use it)
• To propose, your wallet is an owner or delegate of the paying Safe. To sign, it’s an owner. Have it ready to connect.
• Your profile has your Full name. Mezzanine records it against each step.

Part A: Approve the payment

1. In the sidebar, click Requires Action.
   You see the list of items waiting on you. A payment needing approvals shows a count such as 1 of 2.
2. Click the payment.
   Its details open on the right: Amount, To, From, Execution, and the Process so far.
3. Check the amount, the recipient and anything under Flags or Documents. Open Details to see the full account details.
4. Click Authorize.
   A window opens titled Add a document (recommended).
5. Attach an invoice or link and click Save and continue, or click Continue without one.
   The window changes to Authorize this payment? and shows You are authorizing, for example Release $14,200.00 to Phil Quan.
6. Click Authorize.
   If more approvals are needed, you see Your approval is recorded — 1 of 2. Waiting on the last one. and the payment leaves your list. If yours was the last, you see “…released for execution from Safe name.” and the payment stays open, now showing Propose.

Wallet not verified? If the destination wallet hasn’t passed wallet verification, a warning appears in the Authorize this payment? window, and again when you propose, sign or execute. Tick I understand this wallet isn’t verified for this payment and want to proceed. to continue. The exception is logged.

Not paid from a Safe? If Execution reads Executed outside Mezzanine, there’s nothing to sign. Pay it from that account, then click Mark as executed, optionally add a document, and confirm Mark this payment as executed?. You’re done.

Part B: Propose the Safe transaction

1. With the payment open, click Propose.
   A window opens titled Propose transaction, showing the amount, recipient, Proposer, Wallet and Role.
2. If it says Connect a wallet to propose this payment., click Connect wallet and choose your wallet.
   The window shows your wallet and a Role of Safe owner or Safe delegate.
3. If Role says Not a Safe owner or delegate, click Choose different wallet.
   A window opens titled Switch to the correct wallet, listing the Safe’s signers and proposers. Click Connect beside a wallet you hold.
4. If the button reads Switch to network, click it and approve the network change in your wallet.
5. Click Propose transaction, then approve the signature request in your wallet.
   You see Transaction proposed. The Safe’s signers can now sign it. The payment now shows Sign, or Execute if one signature is enough.

Part C: Sign (each Safe owner)

Every owner who signs does this. If you proposed as an owner, your signature is already in.

1. In the sidebar, click Requires Action, then click the payment.
   The row shows a count such as 1 of 2 signatures.
2. Click Sign.
   A window opens titled Sign transaction, showing Signer, Wallet, Role and Signatures.
3. If your wallet isn’t connected or isn’t an owner, use Connect wallet or Choose different wallet as in Part B.
4. Click Sign transaction, then approve the signature in your wallet.
   You see Signature added to the Safe transaction. The row shows You’ve signed.

More signers needed? The Safe decides how many signatures are required, not Mezzanine. The other owners see the payment in their own Requires Action list. To send one of them the payment directly, open it, click More actions (…) → Share, and send them the copied link.

You hold two owner wallets? Signatures count per wallet. Switch to the second wallet and sign again.

Part D: Execute

Once the signatures are in, the row shows Ready to execute.

1. Click the payment, then click Execute.
   Mezzanine checks the Safe’s queue. If nothing is ahead of this transaction, a window offers Add a document (recommended).
2. Click Save and continue or Continue without one.
   A window opens titled Execute transaction, showing Executor and Signatures.
3. Click Execute transaction.
   You see Waiting for on-chain confirmation…, then Transaction confirmed on-chain. Click View on block explorer to see it, or Close.

You’re done. The payment moves to HISTORY in Send Money as Complete.

Prefer the payments list? Every step is also on Send Money. Approve from NEEDS APPROVAL with the check icon, and use the Propose transaction, Sign transaction and Execute transaction buttons on EXECUTION.

If something goes wrong

You see	Why	What to do
Authorize, Propose, Sign or Execute is greyed out	You don’t hold the propose permission for this kind of payment	Ask an admin for Propose bill payments or Propose internal transfers. On Send Money, clicking the row’s button names the missing permission and lets you request it
You must be a Safe owner or delegate to propose or You must be a Safe owner to sign	The connected wallet can’t act for this Safe	Click Choose different wallet and connect an owner wallet, or ask a teammate who holds one
You have already signed this transaction	This wallet’s signature is already counted	Wait for the other owners
Missing required user information or Legal name required to record this action	Your profile has no name	Add your Full name in your personal settings and try again
Transaction not executable	Other transactions are queued ahead of this one in the Safe	Execute or reject them in the Safe first. How the Safe queue works explains the order
Destination address failed OFAC screening; transaction not sent	The recipient address is on a sanctions list	Stop. Don’t pay this address. Raise it with whoever handles compliance
The transaction reverted on-chain.	The transaction failed on the blockchain. Nothing moved	Check it on the block explorer. The payment ends as Failed; create a new one if it should still go out
Transaction broadcast. On-chain confirmation is pending.	The blockchain hasn’t confirmed it yet	Close the window. The payment completes on its own
This payment moved on — refreshed.	Someone else acted on it first	Read the updated payment and carry on from its new step
That didn’t go through. Nothing was recorded — try again.	The action failed	Try again. If it keeps happening, contact support