---
title: How do I book spot and add a payment?
description: "With the World Account, booking spot trades is straightforward and efficient. You can easily select your desired currency pairs, input your amount, and choose a settlement date. ## Book spot - Go to \"Payments\" under the navigation bar - Book…"
url: "https://www.worldfirst.com/au/help-center/making-payments/book-spot-and-add-a-payment/"
updated: "2025-12-12"
category: Making Payments
---

# How do I book spot and add a payment?

With the World Account, booking spot trades is straightforward and efficient. You can easily select your desired currency pairs, input your amount, and choose a settlement date.

## Book spot

- Go to "Payments" under the navigation bar
- Book an “FX trade”

[![](https://cdn.marmot-cloud.com/worldfirst/sites/8/2025/03/20250521145228138.png)](https://cdn.marmot-cloud.com/worldfirst/sites/8/2025/03/20250521145228138.png)

- Select the sell and buy currency, and enter the amount and settlement date accordingly

[![](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326085839865-1024x393.png)](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326085839865.png)

- Check and confirm your trade details and click on "Confirm"
- The exchange rate will refresh every 10s

[![](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326090006750-1024x337.png)](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326090006750.png)

- Then, the trade has been booked successfully
- To add a payment, you can click on "Create a payment"

[![](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326090304362-1024x502.png)](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326090304362.png)

## Add a payment to settle into your currency account

- If you would like to add a payment at a later time, you may go to "Payments" under the navigation bar and click on "Transaction Management"

[![](https://cdn.marmot-cloud.com/worldfirst/sites/8/2025/03/20250521145228138.png)](https://cdn.marmot-cloud.com/worldfirst/sites/8/2025/03/20250521145228138.png)

- Under "FX trades", Click on “Add payment”

[![](https://cdn.marmot-cloud.com/worldfirst/sites/8/2025/03/20250521145742985-1024x551.png)](https://cdn.marmot-cloud.com/worldfirst/sites/8/2025/03/20250521145742985.png)

- To convert funds back to your own World Account, select option "Settle to my WorldFirst account instead"

[![](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326090919246-1024x465.png)](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326090919246.png)

- Enter your sell/buy amount and settlement date accordingly
- Click on "Next"

[![](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326091011392-1024x413.png)](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326091011392.png)

- Check that all the details are correct before clicking on "Confirm"

[![](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326091056396-1024x373.png)](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326091056396.png)

- Then, the payment has been linked to settle back to your World Account

[![](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326091140595-1024x343.png)](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326091140595.png)

## Add a payment to pay to a payee

- To add a payment, you can click on "Create a payment". Alternatively, if you would like to add a payment at a later time, you may go to "Payments" under the navigation bar and click on "Transaction Management"

[![](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326070536325.png)](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326070536325.png)

- Under FX spot tab, click on "Add a new order"

[![](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326091552344-1024x479.png)](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326091552344.png)

- To add a payment to link to a payee, click on "Pay to a payee"
- Select the payee and enter remarks if needed

[![](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326091640620-1024x357.png)](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326091640620.png)

- Enter your sell/buy amount and settlement date accordingly
- Click on "Next"

[![](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326091728146-1024x413.png)](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326091728146.png)

- Check that all the details are correct before clicking on "Confirm"

[![](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326091815810-1024x468.png)](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326091815810.png)

- Then, the payment has been linked to your payee

[![](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326091904435-1024x320.png)](https://cdn.marmot-cloud.com/worldfirst/sites/9/2025/03/20250326091904435.png)