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include:",[161,162,163,167,170,173,176],"ul",{},[164,165,166],"li",{},"Paying suppliers",[164,168,169],{},"Paying salaries and wages",[164,171,172],{},"Paying contractors",[164,174,175],{},"Paying commissions",[164,177,178],{},"Making ad-hoc EFT payments",[180,181,182],"blockquote",{},[154,183,184,188],{},[185,186,187],"strong",{},"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.",[190,191],"img",{"src":192,"alt":91,"width":193},"\u002Fimages\u002Frecipients.png",800,[195,196,198],"h2",{"id":197},"overview","Overview",[154,200,201],{},"The Recipients screen provides a central location to manage all payout recipients.",[154,203,204],{},"The table displays:",[206,207,208,221],"table",{},[209,210,211],"thead",{},[212,213,214,218],"tr",{},[215,216,217],"th",{},"Column",[215,219,220],{},"Description",[222,223,224,233,241,249,257,265],"tbody",{},[212,225,226,230],{},[227,228,229],"td",{},"Name",[227,231,232],{},"Recipient name.",[212,234,235,238],{},[227,236,237],{},"Category",[227,239,240],{},"Grouping or classification of the recipient.",[212,242,243,246],{},[227,244,245],{},"Email",[227,247,248],{},"Recipient email address.",[212,250,251,254],{},[227,252,253],{},"Contact",[227,255,256],{},"Recipient contact 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Fields",[206,306,307,316],{},[209,308,309],{},[212,310,311,314],{},[215,312,313],{},"Field",[215,315,220],{},[222,317,318,325,333,340,348],{},[212,319,320,322],{},[227,321,229],{},[227,323,324],{},"Recipient's first name or company contact name.",[212,326,327,330],{},[227,328,329],{},"Surname",[227,331,332],{},"Recipient's surname.",[212,334,335,337],{},[227,336,245],{},[227,338,339],{},"Email address for correspondence.",[212,341,342,345],{},[227,343,344],{},"Contact Number",[227,346,347],{},"Recipient's cellphone or telephone number.",[212,349,350,353],{},[227,351,352],{},"Billing Address",[227,354,355],{},"Optional address information for the recipient.",[301,357,359],{"id":358},"recipient-reference","Recipient Reference",[154,361,362],{},"Recipient references can either be auto-generated or supplied manually.",[190,364],{"src":365,"alt":359,"width":366},"\u002Fimages\u002Frecipients.create.modal.reference.png",300,[154,368,369],{},"If enabled, you can specify your own internal recipient reference which can be used for reporting and reconciliation purposes.",[301,371,373],{"id":372},"recipient-category","Recipient Category",[154,375,376],{},"Categories allow recipients to be grouped for easier management and reporting.",[190,378],{"src":379,"alt":373,"width":366},"\u002Fimages\u002Frecipients.create.modal.category.png",[154,381,382],{},"Examples include:",[161,384,385,388,391,394,397],{},[164,386,387],{},"Employee",[164,389,390],{},"Supplier",[164,392,393],{},"Contractor",[164,395,396],{},"Commission Agent",[164,398,399],{},"Consultant",[195,401,403],{"id":402},"recipient-actions","Recipient Actions",[154,405,406],{},"Each recipient contains an actions menu.",[190,408],{"src":409,"alt":403,"width":410},"\u002Fimages\u002Frecipients.table.actions.png",150,[154,412,413],{},"Available actions include:",[206,415,416,425],{},[209,417,418],{},[212,419,420,423],{},[215,421,422],{},"Action",[215,424,220],{},[222,426,427,435,443,451],{},[212,428,429,432],{},[227,430,431],{},"View",[227,433,434],{},"Open the recipient profile.",[212,436,437,440],{},[227,438,439],{},"Edit",[227,441,442],{},"Update recipient details.",[212,444,445,448],{},[227,446,447],{},"Archive",[227,449,450],{},"Archive the recipient.",[212,452,453,456],{},[227,454,455],{},"Disable",[227,457,458],{},"Prevent future payouts to the recipient.",[195,460,462],{"id":461},"exporting-recipients","Exporting Recipients",[154,464,465],{},"Recipient data can be exported in CSV format.",[190,467],{"src":468,"alt":469,"width":410},"\u002Fimages\u002Frecipients.export.png","Export Recipients",[154,471,472],{},"Export options include:",[206,474,475,484],{},[209,476,477],{},[212,478,479,482],{},[215,480,481],{},"Option",[215,483,220],{},[222,485,486,494],{},[212,487,488,491],{},[227,489,490],{},"All",[227,492,493],{},"Export all recipients.",[212,495,496,499],{},[227,497,498],{},"Results",[227,500,501],{},"Export only the filtered results currently displayed.",[195,503,505],{"id":504},"recipient-profile","Recipient Profile",[154,507,508,509,511],{},"Selecting ",[185,510,431],{}," opens the recipient profile.",[190,513],{"src":514,"alt":505,"width":193},"\u002Fimages\u002Frecipients.view.png",[154,516,517],{},"The profile provides:",[161,519,520,523,526,529,532],{},[164,521,522],{},"Recipient details",[164,524,525],{},"Contact information",[164,527,528],{},"Billing information",[164,530,531],{},"Linked bank accounts",[164,533,534],{},"Payout history",[195,536,538],{"id":537},"managing-bank-accounts","Managing Bank Accounts",[154,540,541],{},"A recipient can have multiple bank accounts linked to their profile.",[301,543,545],{"id":544},"add-bank-account","Add Bank Account",[154,547,282,548,550],{},[185,549,545],{}," to create a new payout destination.",[190,552],{"src":553,"alt":545,"width":410},"\u002Fimages\u002Frecipients.view.add-bank-account.png",[154,555,556],{},"Each bank account stores the banking details required for EFT payouts.",[301,558,560],{"id":559},"bank-account-actions","Bank Account Actions",[154,562,563],{},"Each bank account contains its own actions menu.",[190,565],{"src":566,"alt":560,"width":410},"\u002Fimages\u002Frecipients.view.bank-account-actions.png",[154,568,413],{},[206,570,571,579],{},[209,572,573],{},[212,574,575,577],{},[215,576,422],{},[215,578,220],{},[222,580,581,588,595],{},[212,582,583,585],{},[227,584,431],{},[227,586,587],{},"View bank account details.",[212,589,590,592],{},[227,591,439],{},[227,593,594],{},"Update banking information.",[212,596,597,599],{},[227,598,447],{},[227,600,601],{},"Archive the bank account.",[195,603,605],{"id":604},"creating-a-payout","Creating a Payout",[154,607,608],{},"Once a bank account has been added, payouts can be created directly from the recipient profile.",[190,610],{"src":611,"alt":612,"width":410},"\u002Fimages\u002Frecipients.view.add-payout.png","Add Payout",[154,614,615],{},"This allows you to:",[161,617,618,621,624,627],{},[164,619,620],{},"Pay suppliers",[164,622,623],{},"Pay employees",[164,625,626],{},"Pay contractors",[164,628,629],{},"Process ad-hoc EFT payments",[154,631,632],{},"The payout will be processed using the bank account selected for the recipient.",[195,634,636],{"id":635},"best-practices","Best Practices",[161,638,639,642,645,648,651],{},[164,640,641],{},"Use categories to organise recipients.",[164,643,644],{},"Add meaningful recipient references for reconciliation.",[164,646,647],{},"Verify banking details before processing payouts.",[164,649,650],{},"Disable recipients that should no longer receive payments instead of deleting them.",[164,652,653],{},"Use exports for auditing and reporting purposes.",[195,655,657],{"id":656},"related-sections","Related Sections",[154,659,660],{},"Manage customer records:",[154,662,663],{},[664,665,40],"a",{"href":41},[154,667,668],{},"Process EFT payouts:",[154,670,671],{},[664,672,95],{"href":96},[154,674,675],{},"View payout balances:",[154,677,678],{},[664,679,87],{"href":88},{"title":681,"searchDepth":682,"depth":683,"links":684},"",1,2,[685,686,692,693,694,695,699,700,701],{"id":197,"depth":683,"text":198},{"id":278,"depth":683,"text":279,"children":687},[688,690,691],{"id":303,"depth":689,"text":304},3,{"id":358,"depth":689,"text":359},{"id":372,"depth":689,"text":373},{"id":402,"depth":683,"text":403},{"id":461,"depth":683,"text":462},{"id":504,"depth":683,"text":505},{"id":537,"depth":683,"text":538,"children":696},[697,698],{"id":544,"depth":689,"text":545},{"id":559,"depth":689,"text":560},{"id":604,"depth":683,"text":605},{"id":635,"depth":683,"text":636},{"id":656,"depth":683,"text":657},"Manage recipients and bank accounts for EFT payouts, supplier payments and salary 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