Note: All screen shots provided in the instructions are from test accounts created for this purpose
Step 1
Log in to your account and from the Dashboard page – hover over the Payers from the navigation bar on the left and click Add New.
Step 2
There will be a box on the right allowing you to enter in your payer details. Click Save when finished.
Step 3
Once the payer is saved, you will see them listed. Double click on the payer or click the options icon on the right.
Step 4
The field will expand showing the payer details and the Add Recipient button. Click on Add Recipient.
Step 5
Enter all your recipient information and when finished click Save.
Step 6
You will see the recipient you just saved listed under the payer.
Since you have now created a payer and recipient you can Add Recipient to add additional recipients under this payer. Or you can hover over Payers in the left navigation bar and click Add New to save additional payers to your account.
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