Manage Biller

Customers can maintain the billers to make their utility payments online.

Billers are configured as Bank’s customers in Host and designate a single account for each such customer as the “collection” account. This account is used to post all payments from the various customers. Customer can register with the billers for which he wants to make the payments.

Prerequisites:

• Transaction access is provided to corporate user
• Approval rule set up for corporate user to perform the actions
• Transaction working window is maintained
• Billers are maintained in host system
• Transaction limits are assigned to user to perform the transaction

Features supported in application

Following transactions are allowed under Biller Maintenance

• View Biller
• Edit Biller
• Create Biller
• Delete Biller

How to reach here:

Payments > Manage Biller
OR
Dashboard > Make your payments > Manage Billers

Manage Billers - Summary

Summarized views of all the billers maintained under user’s party are displayed on the screen. A quick search is available on the screen by specifying the biller name. Further drill down is provided on the biller to view the complete details of a biller.

To manage a biller:

• All the register billers card appears on Manage Billers screen.

Field Description

Field Name	Description
List of Cards	Displays the list of registered billers.
Biller Name	Name of registered biller.
Biller Category	Category of the registered biller.
Biller Relationship Number	RelationshipRelationship signifies the relationship between parties and accounts whenever the relationship is mapped to account. number of the customer with the biller.

• Click on relevant biller card whose details you want to see. The Biller Details screen appears.
  OR
  Click Add New Biller to create a new biller.
  OR
  Click Back to navigate to the previous page.

Biller Details - View

User can view the billers created under a party.

To View the biller details:

1. Click on relevant biller card whose details you want to see. The Biller Details screen appears.

Field Description

Field Name	Description
Category	Category of the registered biller.
Biller Name	Name of registered biller.
Relationship Number 1	Relationship number 1 of the customer with the biller.
Relationship Number 2	Relationship number 2 of the customer with the biller.
Relationship Number 3	Relationship number 3 of the customer with the biller.

2. Click Edit to edit the biller.
   The Edit Biller screen appears.
   OR
   Click Delete to delete the biller.
   The message for confirmation to delete biller appears. Click Delete Biller to delete the biller.
   OR
    Click Cancel to cancel the transaction.
   OR
   Click Pay to initiate a bill payment against selected biller.
   

Biller Details - Edit

User can view and edit the billers created under a party. As a part of Edit Biller functionality, customer is allowed to change only the relationship numbers.

To edit the biller:

1. Click on relevant biller card whose details you want to edit. The Biller Details screen appears.
2. Click Edit to edit the biller.
   The Edit Biller screen appears.
   

Field Description

Field Name	Description
Category	Category of the registered biller.
Biller Name	Name of registered biller.
Relationship Number 1	Relationship number 1 of the customer with the biller.
Relationship Number 2	Relationship number 2 of the customer with the biller.
Relationship Number 3	Relationship number 3 of the customer with the biller.

3. Click Edit to edit the biller.
   OR
   Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
4. The Edit Biller - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
5. The success message of edit biller appears along with the transaction reference number.
   Click Done to complete the transaction.

Add Biller

User can create billers under the party. Below details are captured during biller creation.

• Category to which the vendor associates
• Biller name
• Relationship No : Relationship Number with vendor

To register a biller:

1. Click Add New Biller to add new biller on Billers screen.
   The Add Biller screen appears.

Field Description

Field Name	Description
Category	Select category of the registered biller.
Biller Name	Name of registered biller.
Relationship Number 1	Specify relationship number 1 of the customer with the biller.
Relationship Number 2	Specify relationship number 2 of the customer with the biller.
Relationship Number 3	Specify relationship number 3 of the customer with the biller.

2. From the Category list, select the appropriate category of the biller.
3. From the Biller Name list, select the appropriate registered biller to make bill payment.
4. In the Relationship Number field, enter the relationship number of the customer with the biller.
5. Click Add to add a biller.
   OR
   Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
6. The Add Biller - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
7. The success message of add biller appears along with the reference number.
   Click Done to complete the transaction.

Delete Biller

Using this option, you can delete the registered biller created under a party.

To delete a biller:

1. Click on relevant biller card whose details you want to delete. The Biller Details screen appears.
2. Click Delete to delete the biller.
   The message for confirmation to delete biller appears.

• Click Delete Biller to confirm deletion.
  OR 
  Click Cancel to cancel the transaction.
  
• The success message appears along with the reference number.
  Click Done to complete the transaction.

FAQs

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

Yes, You can choose to delete the billers that you no longer need.

When can I make the payment to newly added biller?

After successfully adding a biller, you may proceed to bill payment immediately.

Who can access the billers created by me?

Billers created by you can be accessed by all the users available under the PartyA party is any individual or business entity having a banking relationship with the bank. ID.

Who can delete the billers created by me?

Billers created by you can be edited or deleted by any of the users available under the Party ID who has necessary role privileges.

If I delete or edit a biller, what will happen to the in-flight transactions?

Biller modification or deletion will not have any impact on the transactions which are initiated with a same payee and are pending for further processing. In-flight transactions will continue to progress with the data with which the transaction was initiated.

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