Payers|Payees

How to Use

Payers|Payees

A payee is paid by cash, check or other transfer medium. The payer receives goods or services in return. In business, payers and payees are connected to any department e.g. name of employees will be added as payee and name of customers will be added as payer.

How to Add Payers|Payees

  • Go to payer/payee page from side navigation.
  • On the top right corner, click “Add Payer|Payee”.
  • A Form will pop up. Fill the form with payer/payee details.
  • Select if adding person is a payer or a payee.
  • Name of Payer or payee.
  • Select the concerning department to which this person is related.
  • Email, Phone, NIC, Address are optional fields.
  • Click “Add Payer|Payee” button.
  • A green toaster will appear on bottom right corner with text “Payer/Payee added successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Edit Payers|Payees

  • Go to payer/payee page from side navigation.
  • All Payer/Payees are listed, click the edit icon in front of the payer/payee you want to edit.
  • A Form will pop up with prefilled details of that payer/payee.
  • Update any field you want to edit.
  • Click “Edit Payer|Payee” button.
  • A green toaster will appear on bottom right corner with text “Payer/Payee edited successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.

How to Delete Payers|Payees

  • Go to payer/payee page from side navigation.
  • All Payer/Payees are listed, click the delete icon in front of the payer/payee you want to delete.
  • Click “Yes” to confirm that you really want to delete that Payer/Payee.
  • A green toaster will appear on bottom right corner with text “Payer/Payee deleted successfully” indicating successful entry.
  • A red toaster will appear on bottom right corner if data is not entered correctly indicating failed operation.