Finalize your EdWallet setup: select currencies, add bank details, and integrate with Edvisor and EdCommerce for seamless payment handling.
Before we begin, ensure you have already signed up for EdWallet and your account is active. If you haven't registered yet, please follow this tutorial to create your EdWallet account.
After your account is validated, it is time is to adjust your account settings.
This involves choosing the currencies you'd like to work with, adding your bank details, and integrating with Edvisor and EdCommerce to fully enable sending and receiving payments.
Let's dive into these final steps:
Step 1: Setting Up Currency Accounts
EdWallet enables you to manage and convert your funds across multiple currencies with ease. To begin, you need to set up your currency accounts:
- Go to your wallet account settings and click on 'Balance'. 💡This is where all your currency accounts are displayed.
- Click on 'Create new currency account'
- Select the currencies you plan to use.
💡 Although you can work with an unlimited number of currencies, we recommend adding only those you intend to use regularly.
Step 2: Adding Your Bank Details
Linking your bank accounts to EdWallet is crucial for receiving payments and withdrawing funds. Here's how:
- Navigate to 'Bank Accounts'> 'Company Accounts' from the left-side menu.
- Select 'Create New Bank Account' > 'Company Account'.
- Complete the form by selecting your country, main currency, and entering your company bank account details.
- Once done, refresh the page, your bank account will be listed under 'Company Accounts', pending validation.
Step 3: Integrating with Edvisor and EdCommerce
Integrating EdWallet with Edvisor and EdCommerce enhances its functionality adding extra features to these platforms.
For detailed setup instructions:-
- EdCommerce: Set up your EdWallet account on EdCommerce
-
Edvisor for Agents: Our team will handle this for you once you create your account.