Manage Debtors

The customer who is a merchant needs to add the debtor details and register the same. On adding the debtor details through Add Debtor the user can initiate a request for requesting money from the debtor’s account. Below details are captured by the system to save the Debtor:

• Debtor Name
• Debtor IBAN
• BIC Code of the Debtor’s bank account
• Nick Name
• Each debtor maintained by the you is displayed as a card.

Pre-Requisites

• Transaction access is provided to retail user

Features supported in application

Following transactions are allowed under Manage Debtor

• View Debtor
• Add Debtor
• Delete Debtor

Workflow

How to reach here:

Dashboard > Toggle Menu > Payments > Manage Debtors

To manage debtors:

• All the debtor 's name appears on Manage Debtors screen.

Field Description

Field Name	Description
Debtor List	Displays the list of debtor's name.
Debtor Name	With this name debtor is registered by the customer.

• From the Debtor List, select and click on relevant debtor whose details you want to view.
  OR
  In the Search By Nickname, enter the nickname of the debtor which you want to view and click .
  OR
  Click the Add New Debtor link to create a new debtor.
  OR
  Click the Back to Dashboard link to navigate to the dashboard.
• Click and then click View Details. The Manage Debtors - Debtor Details screen appears.
  OR
  Click the Add New Debtor link to create a new debtor.
  OR
  Click the Back to Dashboard link to navigate to the dashboard.

Manage Debtors - View

Field Description

Field Name	Description
Debtor Name	Debtor name from whom the amount is to be received.
IBAN	International bank account number(IBAN) of the debtor.
BIC Code	Bank Identifier code(BIC) of the debtor bank.

• Click Request if you want to request money. For more information click here.

Add Debtor

Using this option you can add a debtor.

To add a new debtor:

• In the Manage Debtors screen, click the Add New Debtor link to add a new debtor.
  The Add Debtors screen appears.

Field Description

Field Name	Description
Debtor Name	Debtor name from whom the amount is to be received.
IBAN	International bank account number(IBAN) of the debtor.
Bank BIC Code	Bank Identifier code(BIC) of the debtor bank.
Nick Name	Nick name to identify the payment destination (account).

• In the Debtor Name field, enter debtor name from whom the amount is to be received.
• In the Debtor IBAN field, enter debtor IBAN number.
• In the Bank BIC Code field, enter BIC code of the debtor bank.
  OR
  Click Verify to verify the entered BIC code with the bank details based on BIC code.
  OR
  Click Lookup BIC Code to lookup for the BIC search. Displays the bank details.
• In the Nickname field, enter the debtor’s nickname.
• Click Add.
  OR
  Click Cancel to cancel the transaction.
• The Review screen appears. Verify the details, and click Confirm.
  OR
  Click Cancel to cancel the transaction.
• The success message appears.
  Click Go to Dashboard, to navigate to the dashboard.
  OR
  Click More Payment Options to go to other payment options.

Delete Debtor

To delete a debtor:

• From the Debtor List, select and click on relevant debtor name which you want to delete.
  OR
  Enter the nickname of the debtor which you want to delete and click .
  OR
  Click the Add New Debtor link to create a new debtor.
  OR
  Click the Back to Dashboard link to navigate to the dashboard.
• Click and then click Delete. The Manage Debtors - Delete Debtor message box with a warning message prompting the user to confirm the deletion appears.
  

• Click Proceed to proceed with the deletion request.
  OR
  Click Cancel to cancel the deletion process.
• The success message of deletion appears.
  Click Go to Dashboard, to navigate to the dashboard.
  OR
  Click More Payment Options to go to other payment options.

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