LogoLogo
English
  • Cregis Wallet Guide
  • Card Guide
  • Announcement
English
  • Welcome
    • Product Overview
    • Tokens and Protocols
  • Getting Started
    • Download and Installation
    • Registration and Login
  • Account Management
    • Team Space and Personal Space
    • Bill and Payment
      • Manage Your Pricing Plan
      • Paid Feature Activation
      • Manage Your Bills
      • Recharge Your Account
    • Security
    • General Setting
  • Team
    • Manage Your Team
    • Member
    • Permission
    • Team Activity
      • Initiate Send Request
      • Approval Process
      • Transaction Signing
  • Wallet and Transactions
    • Wallet
      • Create a Wallet
      • Wallet Member Management
      • Rename Your Wallet
      • Hide Your Wallet
      • Message Signature
    • Token
    • Address
    • Shard
    • Transaction
      • Transfer and Receive Payment
      • Transaction Speed Up and Cancellation
      • Transaction Resend
      • Transaction Dashboard
      • Address book
      • Tron Energy Mode
  • Risk Management
    • Policy Engine
    • Auto-Collection/Signing
    • AML Query
  • API
    • API Manual
      • Creation
      • Configuration
      • Query API access information
      • Create wallet address
      • Collection
      • Callback Query
      • Callback Setting
      • Notification Setting
      • Disable/ Delete an API Project
      • API Center for Developers
      • Integrating the TON Chain via API
    • API Type
  • Payment Engine
    • Introduction
    • Creation
    • Notification Setting
    • Settlement Setting
    • Payment and Settlement Records
  • Checkout Page
  • FAQ
    • Wallet Management
      • What is a Non-Custodial Wallet?
      • Why Can't I See the Team Wallet?
      • Why Does BTC Have Different Address Formats?
      • Can I Create Multiple Addresses Within a Single Wallet?
      • Why Does the Shard Not Support Adding Tokens?
      • Why Can't My Wallet Data Load?
      • Why Is My MATIC Missing?
      • Why Can’t the Member See the Shard Import Entrance When I Try to Authorize a Shard?
    • Transaction Management
      • Why Do Multi-Signature Wallets Require All Parties to Be Online Simultaneously?
      • Why Can't I See the Signature Option in My Team Activity?
      • Why Is My Transaction Status Stuck at "Pending"?
      • Which Policy Executes First if Priorities Are Equal?
      • Why Does It Display 'Please Import the fragment First' When Sending a Transaction?
      • What Should I Do if My Wallet Receives Blacklisted USDT (Black U)?
      • Why Do Some Addresses Require Activation Fees?
      • Can Auto-Signing Continue When Cregis Is Closed?
      • What Are the Differences Between Advanced Mode and Standard Mode for Gas Fee Settings?
      • What is Tron Energy Mode?
      • Can I use the team account balance to pay for the gas fee?
      • Can I Authorize My Employees to Sign?
    • API Management
      • Can I Edit the Type After an API Project Is Created?
      • Why Can't I Find the Option to Create an Order Collection Project?
      • Will the System Stop Immediately After API Address Limits Are Reached?
      • Is It Possible to Initiate Withdrawal Requests Directly via API?
      • What Should I Do When an Abnormal Callback Occurs?
      • Why Does the API Return Unsupported Token When Integrating TON?
      • What should I do if users transfer funds to a stopped project's address?
      • What Should I Do if My Team Version Expires and API address Funds Cannot Be Collected?
      • Is There a Limit on the Number of Transactions Per Collection?
    • Team Account Management
      • Why Can’t My Team Account Be Upgraded?
      • How to Handle Shards When a Member Leaves the Team?
      • How to Disband a Team?
      • How to Invite Team Members?
      • Why Can't I Perform Actions After Editing Permissions?
      • How to Set Up an Approval Process?
      • Will My Team Stop Functioning If I Don’t Renew the Subscription After It Expires?
    • Account Security
      • What is MPC?
      • Is There a Risk of MPC Shards Being Stolen?
      • Where Are My Assets Stored When Using Cregis?
      • What is a TEE Environment?
      • How to Safely Handle a Lost Recovery Phrase?
      • How to Safely Handle Lost or Damaged Devices?
      • How to Enable and Disable Address Book Verification?
      • What is a Policy Engine?
      • What Should I Do If I Forget My Transaction Password?
    • Others
      • How Can I Reimport My Cregis Wallet?
      • Does Cregis Offer a Testing Environment?
      • How Long Does KYB/KYC Approval Take?
      • How to Troubleshoot Issues When Installing the Cregis Application?
      • Why Can’t I Access My Testing Environment?
      • How Can I Check My Cregis Version?
  • Terms and Conditions
    • Terms of Service
    • Personal Information Collection Statement
  • Cregis Support
    • Contact Us
Powered by GitBook
On this page
  • Single Payment
  • Batch Payment
  • Uploading Forms
  • Make A Form
  • Cancel the Payment Request

Was this helpful?

Export as PDF
  1. Team
  2. Team Activity

Initiate Send Request

PreviousTeam ActivityNextApproval Process

Last updated 6 months ago

Was this helpful?

Cregis wallet’s payment request feature lets team members collaborate to initiate single or batch payments, offering key benefits for businesses. It streamlines processes, increases transparency for fund management, and enhances financial oversight. Approval workflows reduce risk, while batch payments simplify handling multiple transactions. Overall, it boosts payment flexibility and efficiency.

Single Payment

  1. Navigate to the "Team activity" page and click "Initiate send request"

  1. Enter the payment request infomration including amount, token and receiving address.

  1. The request will be submitted after you finish the authentication.

  1. Then you can view your payment request record below.

Batch Payment

Navigate to the "Team activity" page and click "Initiate send request". Batch payment supports two ways: uploading forms and making forms online.

Uploading Forms

  1. To choose to upload forms, you need to download the template first and fill in the corresponding data according to the template format. After completion, click "Upload Form - > Confirm - > Select Upload File". Please note that Mac users who use "Numbers Sheet" to create need to export an Excel (.xlsx) format file and delete the "Export Summary" sheet.

  1. After the form is successfully uploaded, you need to select the currency, total amount, and total number of transactions for this batch payment. After entering, click the "Submit" button. To ensure the accuracy of the transaction information, the system will check the uploaded form based on the total amount and total number of transactions you enter

  1. Finally, enter the transaction password and click the "OK" button to enter the approval process after successful submission.

Make A Form

  1. After entering the online form making page, you may first choose the currency.

  1. Then enter the payment transaction information in the transaction editing box, click the "Save" button at the bottom of the text box to add multiple payments, and up to 99 payment transactions can be created at a time. When the mouse moves to the created payment data, a delete button pops up on the right side. Click to delete the payment data. After the payment information is entered, click the "Submit" button.

  2. After confirming the number and amount of this batch payment are correct, click the "Submit" button.

  3. Finally, enter the transaction password and click the "OK" button to enter the approval process after successful submission

Cancel the Payment Request

  1. You can find the cancellation button at the bottem when you navigate to the payment request detail page.

  1. After clicking "Cancel Application", a window for you to comment will be poped up. The request will be canceled after you click "Confirm".