Manage Biller

Billers are configured as the bank’s customers in the host system. The bank designates a single account to each such customer as the “collection” account. This account is used to post all payments made from various users.

The online banking application enables users to register and maintain these billers towards whom utility payments are to be made frequently or on a regular basis.

Prerequisites:

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

Features supported in the application

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

Workflow

How to reach here:

Dashboard > Payments Widget > Manage Payees & Billers

OR

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

Manage Billers - Summary

The summarized views of all the billers maintained by the user are displayed on the screen.

To manage billers:

• In the Manage Whom field, select the Biller option.
  All the registered billers are listed down by their names defined at the time of biller creation.
  

• From the Biller List, select and click on the biller whose details you want to view.
  A card displaying the Biller Name and Relationship Number appears.
  OR
  Click Add New Biller to add a new biller.

• Click against a specific biller and then click View/ Edit. The View/ Edit Biller screen appears.
  

View Biller Details

The user can view the details of billers created under a party by selecting the option ‘View/ Edit’ provided against each biller record on the summary page.

To View the biller details:

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

3. Click Pay to initiate a bill payment against the selected biller.
   OR
   Click Edit to edit the biller details. The View/ Edit Biller screen with values in editable form appears.
   OR
   Click Back to navigate back to previous screen.
   

Edit Biller

Users are provided with the facility to modify the relationship numbers associated with the billers.

To edit biller relationship numbers:

1. From the Biller List, select and click on the expand option provided against the biller whose details you want to edit.
   A card displaying the 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 Biller screen appears with values in editable form.
   

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

Add Biller

Users can create billers by specifying the category to which the biller is associated, e.g. electricity, cable, etc., the name of the biller and the relationship number that the user holds with the biller.

To register a biller:

1. Click the Add New Biller link in the Manage Billers screen.
   The Add Biller screen appears.

2. From the Category list, select the category to which the biller belongs.
3. From the Biller Name list, select the registered biller name towards whom payments are to be made.
4. In the Relationship Number field, enter the relationship number that you hold with the biller.
5. Click Add to add a biller.
   OR
   Click Cancel to cancel the operation and 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 to navigate back to the Dashboard.
   OR
   Click Back to return to the Add Biller screen.
7. The success message appears along with the biller details.
   Click Go to Dashboard, to navigate to the Dashboard.
   OR
   Click More Payment Options to access other payment options.
   OR
   Click Pay Now to initiate a bill payment towards the added biller.

Delete Biller

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

To delete a biller:

1. From the biller category list, click on the expand option provided against the category of choice.
   The selected category is expanded to display all the billers associated with the category.
2. Clickagainst a specific Biller and then click Delete. The Delete Biller pop up window appears with a warning message prompting the user to confirm the deletion.
   

• Click Proceed to proceed with the deletion request.
  OR 
  Click Cancel to cancel the deletion process.
• The screen confirming biller deletion appears.
  Click Go to Dashboard to navigate to the dashboard.
  OR
  Click More Payment Options to access other payment options.

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 pay bills towards the specific biller 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 towards the payee and that are pending further processing.

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