Purpose:
Search, create, edit or delete payees.
Explanation:
A Payee is a person or business who is to receive the stated amount on a check. The payer is the party making a payment while the payee is the party receiving the payment.
Actions:
Create a new Payee: Click "New Payee" to create a new Payee. See documentation for New Payee.
Import: Upload payees from a CSV file.
Search for a Payee:
- Search Alphabetically: Click on the first letter of the Payee name to get a list of payees whose name start with that letter.
- Use Search Field: Enter a name in the search field and click "Search".
- Return to Entire List: Click "Reset" to undo the search and return to the entire list of Payees.
Edit a Payee: Click "Manage" to edit information on a Payee. See documentation for Edit Payee.
Delete a Payee: Click "Delete" to delete an individual Payee. You will be asked to "Confirm" or "Cancel" the deletion.
Additional Resources:
Comments
0 comments
Please sign in to leave a comment.