New client management feature for faster withdrawals

Managing your international payments shouldn’t slow you down. If you regularly receive USD, GBP, EUR or any other currency payments from global clients, you know the hassle of entering details for every withdrawal.

Tired of re-entering client info? Say hello to ‘Smart Client Sync’. Now, you can store client details once and withdraw funds faster with just a few clicks. No manual entry. No wasted time. Just seamless transactions.

So let’s walk through how this update makes your business operations smoother.

How to use Winvesta’s client management feature

1. Log in to your Winvesta account

Sign in using your credentials to access the dashboard.

2. Open the ‘My clients’ tab

Find the new ‘Clients’ tab on the left side of your dashboard.

3. Add a new client

Click ‘Add new client’ and fill in all the details. This is a one-time setup—once added, you don’t need to enter them again.

💡 Pro Tip: Completing all details speeds up processing and reduces errors.

4. Withdraw funds with one click

When requesting a withdrawal, select the client from the drop-down list—no need to enter details again.

✅ Accurate transaction tracking

✅ Faster processing, fewer mistakes

You can also add a new client while placing your withdrawal. Here’s how:

1. Click on transaction on the left side bar. Then select the withdraw tab

Here is a demo video on how you can add your client details.

Why this feature saves you time and money

🔹 Faster withdrawals: No need to re-enter client details every time

🔹 Less admin work: Store information once and focus on growing your business

🔹 Better financial tracking: Organize and manage international transactions easily

🔹 Smoother operations: Make handling multiple clients effortless

For Indian freelancers and businesses, this means fewer delays and faster access to your earnings.

What’s coming next? More automation, less effort

We listen to your needs and understands the challenges of managing international payments. hence, we're constantly improving our platform to help you work smarter, not harder. Based on your feedback, we're building tools that reduce manual effort and give you more control over your payments:

🤖 AI-generated invoices – No more manual invoice creation

⚡ Instant payment links – Share payment options in seconds

📧 Automated invoice emails – Send invoices with one click

🔜 More efficiency, better cash flow—coming soon!

Start using it today

If you receive international payments, this feature simplifies your workflow. Less admin work means more time for business growth.

Log in to your Winvesta account and start using the My Client’s tab today!

Need help? Contact our support team—we’re here to assist! 🚀

Small financial savings lead to big wins for your business!

• Collect from 130+ countries.
• Local USD, GBP, CAD, EUR accounts.
• Free FIRA

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