How do I create a payment?

This article outlines the steps to create a payment in your OFX account.
Jun 6, 2025
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Creating a payment involves selecting a recipient and filling out the necessary payment details in your OFX account.

Why is this page important? Knowing how to create payments accurately ensures timely transactions and proper record-keeping.

Next Steps:
1. Log into your OFX account.
2. Select “Payments” from the left sidebar menu.

3. Click “+ Create payment” at the top right.

4. Choose a saved recipient or create a new one. For details on how to create a recipient, refer to the article How do I create a recipient?

5. Complete the payment form with the required details (Funding method, pay date, budget, order type, reference, reason, and amount).

6. Click “Continue”.

7. Review the payment details on the "Confirm payment" screen. Click on "Upload file" to attach supporting documentation (such as an invoice) for the payment.

8. Once all the details on the "Confirm payment" screen have been reviewed, and the user is satisfied, click on "Submit for approval" to complete.

The payment is submitted for approval. The approval of the payment will be based on the payment policy.