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How to save your cash out recipient?

Modified on Thu, 25 Sep at 12:27 PM

We aim to enhance the security and ease of cashing out by enabling users to save recipient details for future transactions.

 

You can save your recipient details through the PDAX mobile app and web.pdax.ph.

 

Using the PDAX mobile application and website BEFORE creating a cash out transaction:

  1. On the PDAX home page, tap Portfolio.

  2. Select Cash out.

  3. Under Saved recipients, select Add new recipient.

  4. Fill up below recipient details:

    • Nickname

    • Payment Channel

    • Account Name

    • Account Number

    • Recipient’s First Name

    • Recipient’s Last Name

    • Country

    • Address Line 1

    • Address Line 2

    • City

    • Province

    • Zip Code

    • Purpose of transfer

  5. Review the details and then tap Saved.

  6. Wait for your request to be processed.



Using the PDAX mobile application and website AFTER creating a cash out transaction:

There are two ways to save a recipient's details after creating a cash out transaction:

  1. While cash out is being processed and;

  2. Under transaction history

 

While cash out is being processed:

  1. Create a cash out transaction (You may refer here on how to create a cash out transaction).

  2. Under the cash out processing screen, tap Save as a recipient

  3. Verify below recipient details and add the necessary information needed:

    • Nickname

    • Payment Channel

    • Account Name

    • Account Number

    • Recipient’s First Name

    • Recipient’s Last Name

    • Country

    • Address Line 1

    • Address Line 2

    • City

    • Province

    • Zip Code

    • Purpose of transfer

  4. Tap Save and wait for your request to be processed.


Under transaction history:

  1. Under Portfolio, tap the Wallet History icon or;

  2. Tap Cash Out, tap the Wallet History icon.

  3. In Wallet History, select the cash out transaction you want to save.

  4. In the Cash Out transactions details, tap Save as a recipient.

  5. Verify the recipient details. Add necessary information if needed:

    • Nickname

    • Payment Channel

    • Account Name

    • Account Number

    • Recipient’s First Name

    • Recipient’s Last Name

    • Country

    • Address Line 1

    • Address Line 2

    • City

    • Province

    • Zip Code

    • Purpose of transfer

  6. Tap Save and wait for your request to be processed.

 

Successfully saved details will display on the list of Saved Recipients that can be used for your next cash-out transaction.

 

If you have any questions or need further assistance, you may file a support ticket here or you can send us an email at support@pdax.ph.

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