How do I send a bank transfer?

🖥️ How to transfer money at Holvi.com

1. Log in at Holvi.com
2. In the main menu (left side), click Transactions > New bank transfer
3. Fill in the recipient information:
• Name
• IBAN
4. Fill in your payment details:
• Add an amount
• If you're scheduling this transfer, add a date
• Reference or message
• 💡 If you have a reference number, you can include it here. Either a reference number or a message is needed to send the payment
• VAT details (if applicable)
  💡 If your account is VAT liable, add an item name, category, amount and VAT %. Each outbound payment must be associated with an expense category. You can add expense categories in Bookkeeping > Add category
• Attachment (if applicable)
  💡 It’s good accounting practice to attach an invoice when paying bills. Click the paper clip icon to add an attachment
5. Click Send (or Confirm transfer if this is a scheduled transfer)
6. Authenticate your transfer in the Holvi app

Once you’ve confirmed the transfer, its status will update instantly. You can view it in the list under Transactions.

📱 How to transfer money using the Holvi app 

1. Log in to your Holvi app
2. Tap Transfer on the home screen
3. Follow the steps above
4. Tap Send