Transferring balance to another establishment's account in Primefy is a straightforward action that allows you to send funds to a specific establishment you manage. Follow the steps below to successfully perform the transfer:
Step 1: Access your Primefy account
To begin, access your Primefy account on the official Primefy website or through the login page. Enter your login credentials, such as email and password, and click on "Access Account."
Step 2: Access the "Finances" tab
In your Primefy account dashboard, click on the "Finances" option in the left-hand side menu to access all the options related to financial transactions.
Step 3: Select the "Transfer to another establishment's account" option
Find and click on the "Transfer to another establishment's account" option on the Finances page.
Step 4: Choose the withdrawal establishment
At this stage, select the establishment from which you want to withdraw the amount - the one that is sending the funds. You can choose from all the establishment options you manage if you have more than one registered on the Primefy platform.
💡 Tip: If you have many establishments registered, use the search tool to speed up your
search and selection.
Step 5: Choose the Receiving Establishment
After selecting the withdrawal establishment (the one that is "sending"), you must choose the receiving establishment for the transfer. To do this, click on "Select an establishment" in the "Receiving" field and then select the one you want from the existing list.
Remember that you can only select establishments you manage for this type of transaction. Therefore, they need to be previously registered and approved in your Primefy account for management.
Step 6: Enter the transfer amount
Enter the amount you want to transfer to the selected establishment's account. Verify that the value is correct before proceeding.
Step 7: Confirm the transfer
Review all the provided information before confirming the transfer. Click on the "Confirm Transfer" button when you are ready.
Step 8: Transaction completed
After confirming the transfer, Primefy will process the transaction. The balance will be transferred to the selected establishment's account instantly and is free of Primefy fees.
With these steps, you can easily and securely transfer balance to another establishment's account in Primefy. If you have any questions or issues during the process, do not hesitate to contact Primefy support for assistance.