Manage payee displays the to all the registered payee account details under one roof as a card. 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 card gives a brief information about the various types and number of accounts registered for a payee. The card 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 card to view its different accounts in detail.
How to reach here:
Payments Dashboard > Manage Payees
To manage payees:
Field Name |
Description |
---|---|
List of Cards |
Displays the payee's nickname and icon. |
Payee Name |
Name of the payee. |
Destination icons |
The bank account /email /mobile number maintained for the payees. Note: Destination icons appears on the card depending upon the maintenance done for the payee. |
Indicator on the icon |
The number of destinations. Example Bank accounts maintained for the payee. |
Add New Payee |
Allows to add a new payee. |
Note:
1) Payee cards displayed on the basis of type of accounts added for the payee.
2) Manage Payee - Details screen is based on the type of account card you have clicked on Manage Payee screen.
Manage Payees - Details
Field Name |
Description |
---|---|
Destination icons |
The bank account /email /mobile number maintained for the payees. Note: Destination icons appears on the card depending upon the maintenance done for the payee. |
Payee Nickname |
Nickname of the payee. |
Payee Account card Details - Bank Account Below fields appears if the payee is holding a bank account. |
|
Payee Name |
Name of the payee. |
Account Type |
Type of payee account. |
Account Name |
Name of the payee account. |
Pay Via |
|
Bank Details |
Address of the payee 's bank account. |
Payee Account card Details - Demand Draft Below fields appears if the payee is holding a draft. |
|
Payee Name |
Name of the payee. |
Draft Type |
Type of draft. |
Draft Favouring |
Payee name of the draft. |
Draft payable at |
City name where the draft would be payable at. |
Deliver Draft to |
Branch where the draft is to be delivered. |
Delivery Location |
Branch Address where the draft is to be delivered. |
Payee Account card Details - Email Below field appears if the payee is holding a email ID details. |
|
Payee Name |
Name of the payee. |
|
Email ID of payee. |
Payee Account card Details - Mobile Number Below field appears if the payee is holding a mobile number details. |
|
Payee Name |
Name of the payee. |
Mobile Number |
Mobile Number of payee. |
Payee Account card Details - SEPA (Credit Transfer and Card Payment) Below fields appears for SEPA fund transfer |
|
Payee Name |
Name of the payee. |
Payment Type |
Type of network selected for the payees bank account. |
Bank Details |
Address of the payee 's bank account. |
Payee Account card Details - UK Below fields appears for UK fund transfer |
|
Payee Name |
Name of the payee. |
Account Number |
Payee's bank account number |
Account Name |
Name of the payee account. |
Payment Type |
Type of network selected for the payees bank account. |
Bank Details |
Address of the payee 's bank account. |
FAQs
How do I transfer funds to another bank?
Can I delete recipients that I no longer need to make payments to?