Create a Payor
To create a new payor, click the Create Payor button. The form requires the following fields:
Payor Name (Required): The primary name of the payor.
External Payor ID: An optional unique identifier for the payor.
Email (Required): The email address of the payor.
Country Code and Phone Number: The contact details of the payor.
Address Information:
Address Line 1: The primary address of the payor.
Address Line 2: An optional secondary address.
Country: The country where the payor is located.
State: The state where the payor is located.
City: The city where the payor is located.
Zip Code: The postal code for the payor’s address.
NOTE: The contact information in your Payor profile will be shared with your Payees when you issue payments in case they need to reach out regarding any issues with a payment.
Payor Table
The Payor Table displays all the payors added to the system. Each payor entry includes columns for Name/External Payor ID, Email, Phone Number, Address, Payee ID, and Created At date.
Search and Filter
You can search for payors by Name, Email, or External Payor ID. Additionally, you can sort your search results by Name/External ID, Email, or the date the payor was Created.