Adding Funds to Your Ayda Wallet
Discover how to easily and securely add funds to your Ayda Wallet
Table of Contents
With next-gen Ayda users can add funds with enhanced ease and speed. Let's delve into the simplified process of adding funds and explore the added features that make managing finances effortless.
Add Funds from your company dashboard:
Upon accessing your Ayda dashboard, the familiar sight of your wallet balance awaits. To initiate the process of adding funds, users simply need to click on the designated "Add Funds" option.
Select Currency and Amount:
For users managing multiple currencies, next-gen Ayda offers the flexibility to select the desired currency. Once selected, users can input the amount they wish to add to their company balance.
Note: All accounts come with a GBP wallet by default. To add the USD and EURO wallet, please contact support@helloayda.com.
Creating a Pro Forma/ Request for Funds:
A notable feature of next-gen Ayda is the option to generate a pro forma invoice when topping up the Ayda Wallet. A pro forma invoice is not a VAT invoice but serves as a formal request for funds and facilitates the documentation process for users' finance teams. By clicking 'yes' to the pro forma invoice option, users receive a detailed breakdown of the transaction, ensuring clarity and accountability in financial proceedings.
Note: Different than in classic version you don’t need to create a project to have a pro forma invoice or email our account teams, you can create the pro forma invoice directly following the above instructions.
Seamless Transition:
For users opting out of the pro forma invoice, next –gen Ayda ensures a smooth transition to the next step. Users are promptly directed to a screen where the bank transfer details are readily available.
Ayda tips and tricks:
Just a friendly heads-up to make your Ayda experience smoother: always remember to include your unique bank reference code when transferring funds. Why is this important? Using your unique code ensures that any funds transferred into your Ayda wallet become available for immediate use.
To find your unique bank reference code, simply locate the "Reference number" within the bank details displayed on your screen during the transaction process.