Manage Debtors

In order to request money from debtors via the Request Money feature, the user needs to first add a debtor. The following details are required to be captured in order to save a debtor:

• Debtor Name
• Debtor IBAN
• BIC Code of the Debtor’s bank account
• Nick Name

Once a debtor is created through the, Add Debtor feature, the user can initiate a request for money to be transferred from the debtor’s account via the Request Money feature.

Pre-Requisites

• Transaction access is provided to the retail user

Features supported in the application

• View Debtor
• Add Debtor
• Delete Debtor

Workflow

How to reach here:

Dashboard > Toggle Menu > Payments > Setups > Manage Debtors

To manage debtors:

• All the registered debtors are listed down by their names along with photos, if uploaded.

• From the Debtor List, select and click on a debtor whose details you want to view.
  OR
  In the Search by Nickname, enter the nickname of the debtor whose details 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

• Click Request if you want to request money. For more information click here.
  OR
  Click the option Change against the debtor photo to edit the photo.
  This option is available only if a photo has been uploaded against the debtor.
  The window to browse and upload a photo appears.
  Select a photo to replace the existing debtor photo with and click Open.
  The debtor photo gets updated and a message confirming the same appears.
  OR
  Click the Remove option against the debtor photo to delete the photo.
  This option is available only if a photo has been uploaded against the debtor.
  The message asking the user to confirm whether the photo is to be removed appears.
  Click Yes to delete the photo.
  OR
  Click No to return to the View/Edit Payee page.
  Click Upload Photo to assign a photo against the debtor. This option appears if no photo has been uploaded against the debtor.
  The window to browse and upload a photo appears.
  Select a photo to upload and click Open.
  The uploaded photo appears and a message conforming the same appears.

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.

• In the Debtor Name field, enter debtor name from whom the amount is to be received.
• Click on the Upload Photo link to upload a photo against the debtor.

• Note: Once a photo is uploaded against the debtor, the options Change and Remove appear against the photo.
  Click Change to modify the uploaded debtor photo.
  OR
  Click Remove to delete the uploaded debtor photo.
  

• 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.
  OR
  Click Back to return to the Add Debtor screen.
• 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 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.

Home