Payment recipients

A Payment recipient is any person or business with whom your business may exchange funds. You can send funds to or receive funds from the recipient.

How to view Payment recipients

Viewing Purchase recipients

Select Purchases / Payment recipients from the Settings section of the pulse menu -

Note

This is an example screenshot of the pulse menu.

Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.

or enter Purchase recipients in the Quick Launch Side Menu.

This will then show the Purchase recipients on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select on the top right of the page, then tick/untick the information you want to hide or display.

How to create Payment recipients

Create a new Purchase Product

1. Select Purchase recipients from one of the options as shown above in Viewing Purchase recipients.

2. Press New.

   

3. Enter the following fields as required, some will be mandatory.

   • Account name: Enter the account name to identify the contact account.

   If other features are to be available, then select them in the Tick boxes.

   

   Other tabs

   Depending if other feature boxes that have been selected, various tabs will be available.

   

   • Contacts
   • Details
   • Customer
   • Supplier
   • Resource
   • Bank Accounts
   • Documents
   • Transaction history
   • Legacy documents

   

4. Once all Recipient details are entered, press Submit.

   Note

   Select Create as draft to save changes before full Submit.

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Updated July 2024