💸Guide: Deposit Flow

This guide explains how to make a deposit on the platform — from choosing the account to confirming the transaction using a QR Code or payment link.

Step 1: Accessing the Deposit Feature

Step 1.1: Locating the buttons

1. Go to the Financial section of the platform

2. On the top right corner, you’ll see two buttons:

   • Deposit

   • Withdrawal

Step 1.2: Start the deposit

1. Click “Deposit”

2. A side window will appear with the deposit form

Step 2: Filling Out the Deposit Form

Step 2.1: Fields on the form

• Account: where the deposit will go

• Balance: shows the current account balance

• Amount: how much to deposit

• Name: full name of the sender

• Payment ID: CPF or CNPJ

Step 2.2: Selecting the destination account

1. Click the Account field

2. A dropdown menu will appear

3. Select the account (e.g. BRL account)

Step 2.3: Checking current balance

• After choosing the account, the Balance field will show the current value

Step 2.4: Entering the amount

1. Type the amount in the Amount field

2. You’ll see a projected balance after fees

3. An info icon shows the fee breakdown

Step 2.5: Filling depositor data

1. Fill in the Name field (full name)

2. Enter the CPF (for individuals) or CNPJ (for companies) in the Payment ID field

3. Make sure all fields are complete and accurate

Step 3: Creating the Deposit Order

Step 3.1: Submit the form

• Double-check all the information

• Click the blue “Create Deposit” button

Step 3.2: Order generation

• The system will process the order

• A QR Code will appear on screen

Step 4: Completing the Payment

Step 4.1: Payment methods

Choose one of the following:

• QR Code: scan with your phone’s camera

• Link: copy and paste into your banking app

Step 4.2: Confirm the payment

1. Open your bank app

2. Scan or paste the link

3. Follow the bank’s instructions

4. Wait for confirmation

Step 5: Tracking the Order

Step 5.1: Processing

• The confirmation time may vary by bank

Step 5.2: Viewing the deposit record

1. Go back to the Financial section

2. Find the Deposits section

3. The new order will appear in the table

Step 5.3: Confirming the details

Check the following info:

• 💵 Deposit amount

• 🏦 Destination account

• ⏱ Transaction status

• 📅 Creation date and time

• 🙋‍♂️ Sender’s information