Manage Payees

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.

You are here How to reach here:

Payments Dashboard > Manage Payees

To manage a payees:

All the beneficiaries (Payees) cards appears on Manage Payees screen.

Field Description

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 new the payee.

Click on relevant payee card whose details you want to see. The Manage Payees screen appears with the payee's various bank accounts.

Note: Payee cards displayed on the basis of type of accounts added for the payee.

Field Description

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.
Account Name	Name of the payee account.
Account Number	Payee account number in masked format.
Payee Account card Details - Bank Account Below fields appears if the payee is holding a bank account.
Pay Via	NetworkAn electronic funds transfer network, such as PULSE, that links financial institutions and their cardholders to ATMs and merchant point-of-sale (POS) terminals to complete an electronic financial transaction. for payment.
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.
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	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.
Email	Email id of payee.
Payee Account card Details - Mobile Number Below field appears if the payee is holding a mobile number details.
Mobile Number	Mobile Number of payee.
Payee Account card Details - SEPA (Credit Transfer and Card Payment) Below fields appears for SEPA fund transfer
Payment Type	Type of network selected for the payees bank account.
Bank Details	Address of the payee 's bank account.
Pay	Option to initiate fund transfer to the payee's account.
Payee Account card Details - UK Below fields appears for UK fund transfer
Pay Via	Network for payment.
Bank Details	Address of the payee 's bank account.
Pay	Option to initiate fund transfer to the payee's account.

Add New Payee

Repeat steps 1 & 2 of Manage Payees.
Click Add New Payees card. For more information on Add Payee - Bank Account, click here.
OR
Click Add New Payees card. For more information on Add Payee - Demand Draft, click here.

Delete Payee

All the beneficiaries (Payees) cards appears on Manage Payees screen.
Click on relevant payee card whom you want to delete. The Manage Payees screen appears.

Click . The message for confirmation to delete payee appears on Manage Payees screen.
Click Delete to delete the payee .
OR
Click Cancel to cancel the transaction.
The success message appears.
Click Done to complete the transaction.

FAQs

How do I transfer funds to another bank?

Can I delete recipients that I no longer need to make payments to?

What are the stages of the fund transfer?

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