Before making payments to a customer, merchants must make sure that the customer is an existing payee. To set up a payee, merchants will need to complete a New Payee form to update the customer bank details into the system. 

To create a new payee:

  1. Click on the main menu.

  2. Select “Payouts” - “New Payee”.

  3. Complete the form and click Submit”.

Note: Merchants may add multiple bank accounts to a payee's record by clicking on the Payee Bank Account field and subsequently selecting Add New Bank Account”. Complete the form and click Add. Repeat this process for each additional bank account.

After a payee has been set up, merchants will able to see the record under View Payees