cTransferring funds between wallet cards is a straightforward process designed for ease and efficiency. This guide will walk you through the steps necessary to complete a transfer, ensuring your funds are moved securely and promptly.
Step-by-Step Guide to Transfer Funds
- Navigate to the client modal, then click on Finances, then select Wallet Cards.
- Select the wallet card from which you will be transferring funds. Click the transfer icon.
- A fund transfer modal will appear. Choose the destination wallet and enter the amount and any notes (if applicable). Then, click Transfer to initiate the transfer.
- Confirm the transfer.
- The funds should now reflect on the destination wallet card.
