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 a 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 new the payee. |
Note: Payee cards displayed on the basis of type of accounts added for the payee.
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 |
|
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 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. |
FAQs
How do I transfer funds to another bank?
Can I delete recipients that I no longer need to make payments to?