Give someone your payment details

Goal

Send a customer, investor or partner the exact details they need to pay you, by bank transfer or in stablecoins.

How it works

You choose the account the money should land in, then the way they’ll pay. Mezzanine shows the details for that way, and you copy them into an email or invoice.

Before you start

• You have View entities. (Who can use it)
• You have at least one account. To receive both dollars and stablecoins in one place, your entity needs a Universal Account, which needs Advanced Onboarding.
• If they’ll pay in stablecoins, ask which asset and which chain they’ll use.

Steps

1. In the sidebar, click Receive Money → Payment Instructions.
   You see Receiving account, set to your Universal Account if you have one, and below it the ways it takes money in.
2. Under Receiving account, choose the account the money should land in.
3. Click the way they’ll pay:
   • Domestic (ACH / RTP / domestic wire) for dollars from a US bank.
   • International (SWIFT) for dollars from outside the US.
   • A chain, such as Ethereum or Base, for stablecoins.
   • Universal Transfer Instructions if you don’t know how they’ll pay.
     The details for that way open.
4. Click Copy all details (or Copy the whole sheet on Universal Transfer Instructions).
   The details are copied, ready to paste.
5. Paste them into your message or invoice.
6. If you’re sending bank details, tell the payer to include the Reference on the transfer. If you’re sending a deposit address, tell them which asset and chain it’s for.

If something goes wrong

You see	Why	What to do
Rows are greyed out with Set up	The entity hasn’t finished Advanced Onboarding, so its Universal Account isn’t open	Click Start Advanced Onboarding, or ask someone with Manage Universal Account onboarding to. The review takes at least a day
Advanced Onboarding is in review. Universal Account turns on when it is approved.	Onboarding is waiting on review	Wait for it to be approved
Deposit details have not been issued for this yet. Try again in a moment.	The address is still being set up	Wait a moment and open it again
The deposit details could not be fetched just now. Nothing is wrong with the account — try again.	Loading failed	Click Try again
The bank account number is hidden, and Copy all details (reveal to include the account number)	The number is masked until you show it	Click the eye to show it, then copy. You need View sensitive organization details
A connected bank shows no account or routing number	The bank connection doesn’t share them	Reconnect the account from its Settings
You can’t view payment instructions	You don’t have View entities	Request it from the message
The payer sent the wrong asset, or on the wrong chain	The address only takes the listed assets on that chain	Contact support straight away. Funds sent this way may not be recoverable