How to send/withdraw Fiat currency from your Cashaa account : Step by step Video Tutorial
1. Log in to your Cashaa account. Once you’ve logged in, click on the [Account] tab on the left-side of the screen.
2. Select the currency as EUR or USD and click on Send.
3. To send money to your own bank account select Self, else select Others. Enter the amount of money you want to withdraw in the Amount field and click [Continue].
4. Select the Recipient and if you’re satisfied with the details, click [Confirm and Send] to confirm the withdrawal.
5. A “Security Verification” popup will then display. Enter your password to complete the security verification. It’s recommended that users enable this security check to keep their account safe.
6. Confirm the verification email sent to your email address by clicking [Confirm withdraw].
7. Your withdrawal will be processed and the fund will appear in your bank account in 1-3 business days.
How to add Recipients for Crypto currency to your Cashaa account : Step by step Video Tutorial
1. Log in to your Cashaa account. Once you’ve logged in, click on the [Add Recipient] tab on the left-side of the screen.
2. On the next page, Click Add a recipient at the top of your screen.
3. Select the desired cryptocurrency from the drop-down menu.
4. Fill in the wallet address as per the token blockchain network (e.g. CAS token available in BEP-2, BEP-20, Polygon network) and enter other details of the recipient.
5. Enter the 2FA code and click [Confirm].
6. Your added recipient will appear on the dashboard and the confirmation link will be sent automatically to the recipient address. In case you didn’t get the confirmation link just select your recipient and expand the card by clicking on the 🔽 and click Get Verification Link. You can send the verification link to your recipient thrice with a time-gap of 60 seconds.
7. Open your mail inbox and confirm your recipient by clicking on Confirm my address.
8. After successful verification, on the dashboard you will see your recipient status as verified. Now your recipient is ready for sending and receiving payment.
How to add Recipients for Fiat currency to your Cashaa account : Step by step Video Tutorial
1. Log in to your Cashaa account. Once you’ve logged in, click on the [Add Recipient] tab on the left-side of the screen.
2. On the next page, Click Add a recipient at the top of your screen.
3. Select the currency as EUR or USD from the drop-down menu.
4. Select recipient as Self or Other and add the corresponding details along with the Account number, SWIFT/BIC/Sort code, bank details and country code and click [Confirm].
5. Your added recipient will appear on the dashboard and the confirmation link will be sent automatically to your email address. In case you didn’t get the confirmation link just select your recipient and expand the card by clicking on the 🔽 and click Get Verification Link. You can send the verification link thrice with a time-gap of 60 seconds.
6. Open your mail inbox and confirm your recipient by clicking on Confirm new Recipient.
*Note: If the recipient is selected as “Other” in step 3 above, a separate KYC link will be also sent automatically to the recipient email address. Every 3rd party recipient must complete KYC in order for you to send payment to or receive payment from.
7. After successful verification, on the dashboard you will see your recipient status as Verified. Now your recipient is ready for sending and receiving payment.
Step by step Video Tutorial
*Available for Cashaa Premium Business user only
1. Log in to your Cashaa account. Once you’ve logged in, click on the [Add Customer] tab on the left-side of the screen.
2. On the next page, Click Add Beneficiary/Customer at the top of your screen.
3. Select the currency as EUR or USD from the drop-down menu.
4. Select beneficiary as Individual and add the corresponding email id and Account name of the beneficiary/customer.
5. Add the beneficiary Account details along with the Account number, SWIFT/BIC/Sort code and bank details and country code and click [Confirm].
6. Your added beneficiary will appear on the dashboard. Expand the beneficiary card by clicking on the 🔽 and click Send KYC link to your Customer. You can send the live KYC link to your beneficiary thrice with a time-gap of 60 seconds.
7. After successful verification, on the dashboard you will see your beneficiary status as Verified or Approved. Now your beneficiary is ready for sending and receiving payment.
*Note : These steps have to be completed for every 3rd party individual who you have to send payment to or receive payment from
How to add 3rd party Business as Beneficiary/Customer to your Cashaa account : Step by step Video Tutorial
*Available for Cashaa Premium Business user only
1. Log in to your Cashaa account. Once you’ve logged in, click on the [Add Customer] tab on the left-side of the screen.
2. On the next page, Click Add Beneficiary/Customer at the top of your screen.
3. Select the currency as EUR or USD from the drop-down menu.
4. Select beneficiary as Business and add the corresponding email id and Account name of the beneficiary/customer.
5. Add the beneficiary Account details along with the Account number, SWIFT/BIC/Sort code and bank details and country code.
6. Put all the KYB (Business documents) like the COI, MOA/AOA, Shareholding pattern, Proof of address, etc. of the beneficiary in a Google drive folder with public access and share the Google drive link in this form and click [Confirm].
7. Your added beneficiary will appear on the dashboard. Expand the beneficiary card by clicking on the 🔽 and click Send KYC link to your Customer. You can send the live KYC link to your beneficiary thrice with a time-gap of 60 seconds.
8. In case the beneficiary has more than 1 director/UBO (Ultimate Beneficiary Owner), please raise a helpdesk ticket (available in the top right dropdown on your screen) to ask for additional live KYC links.
9. After successful verification, on the dashboard you will see your beneficiary status as Verified or Approved. Now your beneficiary is ready for sending and receiving payment.
*Note : These steps have to be completed for every 3rd party business who you have to send payment to or receive payment from
How to Exchange Fiat to Crypto to your Cashaa account : Step by step Video Tutorial
1. Login to your Cashaa account. Once you’ve logged in, click on the [Exchange] tab on the left-side of the screen.
2. Select the fiat currency and cryptocurrency pair you wish to exchange. You can enter the amount of fiat you wish to sell or the amount of crypto you wish to buy. The corresponding field will get auto-filled.
3. Once you have verified the fee and rate, click [Get Quote].
3. Verify the final quote valid for 15 seconds and click [Convert].
4. Voila! you have successfully exchanged your currencies and you can check your respective wallets for the new balance.
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