2.1 Payee Summary

on how users can view their complete list of payees, including peer-to-peer contacts.

The user is able to search for a specific payee by entering the payee name in the provided search field. The user is able to expand any payee record in order to view the accounts associated with that payee. Subsequently the user is able to view further details of the account associated with the payee and is also able to edit or delete the specific account. The user is also provided with the option to add a new payee maintenance.

Figure 2-1 Manage Payees

Description of "Figure 2-1 Manage Payees"

Note:

The fields which are marked as Required are mandatory.

For more information on fields, refer to the field description table.

Table 2-1 Field Description

Field Name	Description
Payee Account Photo	Displays the payee account photo, if uploaded, against the payee’s account.
Nickname	Displays all the payees by their nick names defined at the time of payee creation. Click on the link to view the payee details.
Transfer Mode	The mode through which payments to this payee are to be made. The options are: Email Mobile
Email/Mobile	The Email/Mobile option enables the customer to initiate a funds transfer via a link to an email or mobile contact. The customer must simply specify the email address or the mobile number of the intended payee and specify other transfer related details such as the transfer amount and source account. Once the transfer is initiated, a payment link is sent to the email/mobile to the payee, for him/her to provide the credit account details. The funds are transferred once payee provides the account details for receiving funds using the payment link.

To manage payees:

1. In the Manage Whom field, select the Payee option.
   All the registered payees are listed down by their names and photos, if added.
2. Perform one of the following actions:
   • From the Payee List, select and click on the payee whose details you want to view.
   • Click icon to search for a specific payee whose details you want to view.

     A card displaying Payee Name, Payee Photo and Type as well as links to add new payee appears.

   • Click Add New Payee to create a new payee.

   Figure 2-2 Manage Payees – Expanded View

   
   

   
   Description of "Figure 2-2 Manage Payees – Expanded View"

   
   
3. Perform one of the following actions:
   • Click payee name hyperlink of a payee and then click Edit.

     The Edit Payee screen appears.

   • Click Pay to transfer funds/ issue a demand draft.
   • Click Delete to delete the payee.

• View Payee Details
  This topic provides the systematic instructions to view payee details of the account associated with the payee.