Add the Payors whom payments will originate from.
Access the Payor Creation Form:
Navigate to the Payors section in the CashCloud interface.
Click the Create Payor button to open the payor creation form.
Complete the Required Fields:
Payor Name (Required): Enter the primary name of the payor.
Email (Required): Provide the payor's email address.
Country Code and Phone Number: Fill in the contact number with the correct country code.
Address Information:
Address Line 1: The main address of the payor.
Address Line 2: An optional secondary address.
Country: The country of the payor's location.
State, City, Zip Code: Fill in the state, city, and postal code as applicable.
Optional Fields:
External Payor ID: Assign a unique identifier for the payor if needed.
Address Line 2: Use this for additional address details.
Once all fields are complete, click Save to create the payor. The new payor will now appear in the Payor Table, where you can view and manage their details.
Important Note
The contact information provided in the payor profile will be shared with your payees when payments are issued, ensuring they can reach out if any issues arise.