Execute bulk transfers and monitor payment status for all recipients.
Starting a Bulk Transfer
Navigate to Wallet > Bulk Transfers and click “New Bulk Transfer”.
Upload or Select Recipients
Option 1: Use Template Select saved template and review recipient list.
Option 2: Upload New CSV
- Download CSV template
- Fill with recipient details
- Upload file
- BrandDrive validates data
Option 3: Manual Entry Add recipients one by one (suitable for small batches).
Reviewing Transfer Details
Before processing, verify:
- Total amount matches expectations
- All recipient details are correct
- Sufficient wallet balance
- No duplicate entries
BrandDrive highlights any errors or warnings.
Approving the Transfer
- Review total amount and recipient count
- Enter your wallet PIN
- Click “Process Transfer”
- Confirm final approval
Bulk transfer begins processing immediately.
Monitoring Transfer Status
Track progress in Bulk Transfers > History. Each batch shows:
- Total recipients
- Successful transfers
- Pending transfers
- Failed transfers
Click on batch to see individual recipient status.
Individual Payment Status
Successful: Money sent to recipient’s account Pending: Processing (typically completes within 24 hours) Failed: Transfer unsuccessful, funds returned to wallet
Handling Failed Transfers
If payments fail:
- Check reason (invalid account, bank issues, etc.)
- Verify recipient details
- Retry failed transfers individually or
- Create new batch with corrected information
Funds from failed transfers return to your wallet automatically.
Download Transfer Reports
Export batch details for records:
- Open completed batch
- Click “Download Report”
- Choose format (PDF or CSV)
- Save report
Reports include all recipient details and payment status.
Transfer Notifications
Recipients can be notified via:
- SMS (if phone numbers provided)
- Email (if email addresses provided)
Enable notifications when setting up transfer.
Cancelling Transfers
Cancel pending batches before processing completes:
- Go to Bulk Transfers > Pending
- Click batch to cancel
- Select “Cancel Transfer”
Only unprocessed payments can be cancelled.
Transfer History
View all past bulk transfers in Bulk Transfers > History. Filter by:
- Date range
- Status (completed, pending, failed)
- Template used
- Amount range
Need Help?
Contact [email protected] or visit ourHelp Center.
Related Articles: Understanding Bulk Transfers | Setting Up Bulk Transfer Templates