Manage payee displays the to all the registered payee account details under one roof. Payee Maintenance, as the name says it all it is a maintenance done for saving payee bank account details. Payee maintenance is done for saving below two types of account details:
Each payee transaction gives a brief information about the various types and number of accounts registered for a payee. The transaction will also display the account specific icons as per the maintenance done. If Payee has multiple bank accounts, you can click on the each payee to view its different accounts in detail.
How to reach here:
Dashboard > Payments > Setups > Payees
To manage payees:
Note: To search specific register payees, enter the search criteria, click .
Field Name |
Description |
---|---|
Payee - Bank Account Below fields appears if the payee is holding a bank account. |
|
Payee Name |
Name of the payee. |
Account Type |
Type of account associated with the payee. |
Account Details |
The details of account associated with the payee. |
Nickname |
Nickname of the payee. |
Created By |
Name of the user by whom the payee is been created. |
Access Type |
The access type for payee. The options are:
|
Payee - Demand Draft Below fields appears if the payee is holding a demand draft. |
|
Payee Name |
Name of the payee. |
Draft Type |
Type of draft . |
Draft Favouring |
Payee name of the draft. |
Created By |
Name of the user by whom the payee is been created. |
Access Type |
The access type for payee. The options are:
|
Note: Payee displayed on the basis of type of accounts added for the payee.
Field Name |
Description |
---|---|
Payee Account card Details - Bank Account Below fields appears if the payee is holding a bank account. |
|
Payee Name |
Name of the payee for identification. Note:
|
Account Type |
Type of account associated with the payee. The type can be:
|
Account Number |
Account number of the payee. |
Account Name |
Name of the payee in the bank account. |
Pay Via |
|
Bank Details |
Address of the payee 's bank account. |
Nickname |
Nick name to identify the payment destination (account). Note:
|
Access Type |
The access type for payee. The options are:
|
Payee Account card Details - Demand Draft Below fields appears if the payee is holding a draft. |
|
Draft Favouring |
Payee name of the draft. |
Draft Type |
Type of draft. |
Draft payable at |
City name where the draft would be payable at. |
Deliver Draft to |
Address where the draft is to be delivered. |
Branch Name |
Name of the payee 's bank branch. |
Delivery Location |
Address where the draft is to be delivered. |
Access Type |
The access type for payee. The options are:
|
FAQs
How do I transfer funds to another bank?
Can I delete recipients that I no longer need to make payments to?