Creating a payment from your dashboard
- On your Mercury dashboard, go to the Move Money menu in the upper left and select Pay Someone.
- Select, invite or create a recipient.
- When filling out the Payment Details section, select your payment type (ACH, check or wire) from the dropdown.
- Follow the prompts on screen to set up the payment (i.e. amount, source, purpose).
- You’ll be asked whether you want to send the payment immediately or select a date to schedule an upcoming payment.
- Review the payment details and click Send Payment.
Creating a payment from the Mercury app
- Tap on the dollar sign icon in the middle of your bottom menu bar, then tap Pay Someone.
- Select your recipient from the list. You can only send payments to existing recipients on mobile. If you’re sending a payment to someone for the first time, you’ll need to use the web dashboard instead.
- Select your payment type, which account you want to send from, and how much you want to send.
- Review and confirm your payment details and then you’re good to go.
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