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. User can register the billers for which he wants to make the payments.

Prerequisites:

• Transaction access is provided to retail user
• Transaction working window is maintained
• Billers are maintained in host system
• Admin Biller Category mapping is done
• 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

Workflow

How to reach here:

Dashboard > Payments Widget > Manage Payees & Billers

OR

Dashboard > Toggle Menu > Payments > Manage Payees & Billers
OR
Dashboard > Payments Menu > Manage Payees & Billers

Manage Billers - Summary

Summarized views of all the billers maintained under user’s party are displayed on the screen.

Field Description

Field Name	Description
Manage Whom	Allows the user to select either payee or billers.
Billers List	Displays the list of registered billers.
Category	Category of the registered biller.
Below fields appear if you click down arrow against the biller name.
Biller Name	Name of registered biller.
Relationship Number	Relationship number of the customer with the biller.

To manage a biller:

• In the Manage Whom field, select the Biller option.
  All the registered billers appear on the Billers screen.
  OR
  Click the Add New Biller link if you want to add a new biller.
  
• From the Biller List, select and click on relevant biller whose details you want to view.
  A card displaying Biller Name and Relationship Number appears.

• Click and then click View/ Edit. The View/ Edit Biller screen appears.
  

Billers Details - View Biller

User can view the billers created under a party.

To View the biller details:

1. From the Biller List, select and click on relevant biller whose details you want to view.
   A card displaying Biller Name and Relationship Number appears.
2. Click and then click View/ Edit. The View/ Edit Biller screen appears.
   

Field Description

Field Name	Description
Biller Name	Name of registered biller.
Category	Category of the 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 Pay to initiate a bill payment against selected biller.
   OR
   Click Edit to edit the billers. The View/ Edit Biller screen with values in editable form appears.

Billers – Edit Biller

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. From the Biller List, select and click on relevant biller whose details you want to edit.
   A card displaying Biller Name and Relationship Number appears.
2. Click and then click View/ Edit. The View/ Edit Biller screen appears.
   

3. Click Edit to edit the biller.
   The View/ Edit Billerscreen with values in editable form 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.

4. In the Relationship Number 1, 2 and 3 edit the values if required.
5. Click Edit to edit the biller.
   OR
   Click Cancel to cancel the operation.
6. The success message of edit biller appears .
   Click Go to Dashboard to navigate to the dashboard.

Billers - 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. In the Billers screen, click the Add New Biller link to add a new biller.
   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’.
   OR
   Click Back to Dashboard to navigate back to the 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 adding the biller appears.
   Click Go To Dashboard, to navigate to the dashboard.
   OR
   Click More Payment Options to go to other payment options.
   OR
   Click Pay Now to pay the bills.

Billers - Delete Biller

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

To delete a biller:

1. From the Biller List, select and click on relevant biller card whose details you want to delete. The Biller Details screen appears.
2. Click and then click Delete. The Delete Biller 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.

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.

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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