✍️Draft Payments
Wish you could prepare a transaction before executing? HQ.xyz's draft payments allow you to create, review, and execute payments from one easy interface.
Last updated
Wish you could prepare a transaction before executing? HQ.xyz's draft payments allow you to create, review, and execute payments from one easy interface.
Last updated
Assign users to create and review token payments
Assigns users to be the final approvers and execute payments
Have the freedom to edit and draft transactions before completing a payment
Be organised by preparing payments in advance
From your HQ Dashboard, navigate to "Payments" and select "Manage Drafts"
Select the "Create Draft button at the top right of the page
Enter the recipient's wallet address, or choose from your saved list of addresses
Choose the amount and type of asset to send
Select the relevant Chart of Accounts, and attach and notes or files for reference
Select the "Save as Drafts" button on the bottom left of the screen
The created draft will now show up in your "Drafts" tab
Want to submit a draft immediately? Select the "Submit for review" button at the bottom right of your screen
Download CSV template here and enter the relevant recipient details
Navigate to your payments page and select "Manage Drafts"
Select the "Create Draft" button at the top right of the page
Select the "Add from CSV" button at the top right of the page
Drop in or select your CSV file
Select the "Saves as Drafts" button at the bottom left of your screen
The created Draft will show in your "Drafts" tab
Navigate to the "Pending Review" tab and select the Draft Payment you wish to review
Verify the details and select "Mark and Reviewed"
Alternatively, select the three buttons at the right side of the screen to send it back to your drafts
Once approved, you can now use the draft to send payments
Navigate to the "Pending Review" tab
Select the Draft Payment you wish to review
Select the three buttons at the right side of the screen to delete or send it back to your drafts
Alternatively, select "View Details" to review attached notes, files, and activity log
Draft payments will appear in the "Invalid Data" tab if there are errors in the transaction details, most commonly due to changes in wallet address. Here's how to troubleshoot such drafts:
Navigate to the "Invalid Data" tab and select the Draft Payment you wish to review
Select "Fix Issues" and verify the error caused was due to changes in the address book
If you have saved the updated address, select the "Recipient" drop-down box, choose the new address, and select the "Save Changes" button at the bottom
Alternatively, navigate to your "Address Book" and select the "View Details" button
Edit the relevant wallet address and select the "Save Changes" button at the top right of the page
Navigate to the "Invalid Data" tab and select "Fix Issues"
Choose the updated address and select "Save Changes" at the bottom
Your payment will now be moved back to "Drafts" for review
Draft Payments will appear in the "Failed" tab if there is an issue during the actual on-chain transaction, or if you reject the transaction in your EOA or Safe wallet.
Once a transaction fails, you may "Retry" it from your "Make Payment" page
Alternatively, navigate to the "Failed" tab and select the Draft Payment you wish to review
Select the three button at the right side of the screen and select "View Details"
Review the transaction or check the activity log to discover when the transaction failed
Select "retry payment" and select "Confirm & Pay"
Confirm the transaction in your EOA or Safe wallet.
You are always in control of your own funds. HQ.xyz never has access to any of your wallets.
Next, learn how to make payments directly from your EOA or Safe wallets: