Cash withdrawals

Cash withdrawals allow you to process withdrawals in person and debit them from the client's savings account.

Process

  • Log in to Symba Payments with a user who is authorized to process cash withdrawals.
  • In Symba Payments, click the 'Withdrawal' menu item in the sidebar.
  • Click the 'Withdrawal' button.
  • Choose the 'Cash' payment method
  • Enter the savings account number and click the 'Search' button.
  • Select the correct savings account.
  • Enter the withdrawal amount (cannot exceed the available balance) and select a payment type.
  • Review the information and pay out the money to the client. When done, press the 'Confirm Cash Withdrawal' button.

The transaction will be shown in the 'Recent withdrawals' table with a status of 'succeeded'.