Help Section
Money Out

Recipients

 

Manage recipients and bank accounts for EFT payouts, supplier payments and salary payments.

Recipients are individuals or companies that you wish to make EFT payments to.

Common use cases include:

  • Paying suppliers
  • Paying salaries and wages
  • Paying contractors
  • Paying commissions
  • Making ad-hoc EFT payments

Note: Recipients are separate from Customers. Customer records already support payouts directly from the customer profile and do not need to be added as recipients.

Overview

The Recipients screen provides a central location to manage all payout recipients.

The table displays:

ColumnDescription
NameRecipient name.
CategoryGrouping or classification of the recipient.
EmailRecipient email address.
ContactRecipient contact number.
StatusActive or Disabled.
CreatedDate the recipient was created.

You can search, filter and export recipients using the controls at the top of the page.

Creating a Recipient

Select Create to add a new recipient.

The recipient form allows you to capture the recipient's details.

Recipient Fields

FieldDescription
NameRecipient's first name or company contact name.
SurnameRecipient's surname.
EmailEmail address for correspondence.
Contact NumberRecipient's cellphone or telephone number.
Billing AddressOptional address information for the recipient.

Recipient Reference

Recipient references can either be auto-generated or supplied manually.

If enabled, you can specify your own internal recipient reference which can be used for reporting and reconciliation purposes.

Recipient Category

Categories allow recipients to be grouped for easier management and reporting.

Examples include:

  • Employee
  • Supplier
  • Contractor
  • Commission Agent
  • Consultant

Recipient Actions

Each recipient contains an actions menu.

Available actions include:

ActionDescription
ViewOpen the recipient profile.
EditUpdate recipient details.
ArchiveArchive the recipient.
DisablePrevent future payouts to the recipient.

Exporting Recipients

Recipient data can be exported in CSV format.

Export options include:

OptionDescription
AllExport all recipients.
ResultsExport only the filtered results currently displayed.

Recipient Profile

Selecting View opens the recipient profile.

The profile provides:

  • Recipient details
  • Contact information
  • Billing information
  • Linked bank accounts
  • Payout history

Managing Bank Accounts

A recipient can have multiple bank accounts linked to their profile.

Add Bank Account

Select Add Bank Account to create a new payout destination.

Each bank account stores the banking details required for EFT payouts.

Bank Account Actions

Each bank account contains its own actions menu.

Available actions include:

ActionDescription
ViewView bank account details.
EditUpdate banking information.
ArchiveArchive the bank account.

Creating a Payout

Once a bank account has been added, payouts can be created directly from the recipient profile.

This allows you to:

  • Pay suppliers
  • Pay employees
  • Pay contractors
  • Process ad-hoc EFT payments

The payout will be processed using the bank account selected for the recipient.

Best Practices

  • Use categories to organise recipients.
  • Add meaningful recipient references for reconciliation.
  • Verify banking details before processing payouts.
  • Disable recipients that should no longer receive payments instead of deleting them.
  • Use exports for auditing and reporting purposes.

Related Sections

Manage customer records:

Customers

Process EFT payouts:

Payouts

View payout balances:

Balances

Balances

View payout history, request withdrawals and download payout reports.

Payouts

Create and manage EFT payouts to recipients and customers.