Payor Table
The Payor Table displays all the payors that have been added to your instance. Each payor entry includes columns for Name / ID, Email, Phone Number, Address, and Created At date.
You can search for payors by Name, Email, or ID. Additionally, you can sort your search results by Name/ ID, Email, or the date on which the payor was Created. Lastly, you can reorder the columns with the Manage Column component, as well as hide or unhide them as you wish.
If you wish to view or delete a payor, click on the overflow menu and select the desired action.
Create a Payor
To create a new payor, click the New Payor button. This will open the form where you can add the payor's information. Keep in mind that required fields are marked with an asterisk (*).
Basic information
Payor name: The primary name of the payor.
External payor ID: An optional unique identifier for the payor.
Country Code and Phone Number: The contact details of the payor.
Email: The email address 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.
Bank Accounts and Users
When creating a bank account and inviting users to your instance, you’ll need to assign them to a Payor.
This ensures that the Payor is authorized to use the selected bank accounts and that the assigned users can initiate payments on the Payor’s behalf.
Once configured, these associations will be visible within the Payor record under both Bank Accounts and Associated Users.
