Transactions and Payment Methods
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      1. Knowledge Base
      2. Transactions and Payment Methods

      Creating a Transaction

        You can create a transaction through your portal or the API.

         

         

        Through the portal


        1. Log in to your portal

        2. Select Transactions > Add new

         

        3. Fill in all the fields

        1. Transaction Type

          1. Fund Zūm Wallet - (FundingSource>>ZumWallet)

          2. Withdraw Zūm Wallet - (ZumWallet>>FundingSource)

          3. Accounts Payable - (FundingSource/ZumWallet>>User)

          4. Accounts Receivable - (User>>FundingSource/ZumWallet)

        2. Transaction method

          1. EFT

          2. Interac

          3. VisaDirect

          4. CreditCard

        3. From: (Originating account)

        4. To: (Destination account)

        5. Amount ($)

        6. Memo (optional; up to 15 characters)

        7. Comment (optional)

        8. Security Question and Answer (if sending funds through Interact)
        9. Click Save

        Through the API

        For instructions on our to create transactions utilizing the API please refer to our documentation