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How to Create Payers and Recipients - Manually

Note:  All screen shots provided in the instructions are from test accounts created for this purpose

In the following step-by-step guide there are two sections of how to set up payers & recipients:

1. First time Account Users

2. Not a first time account user but need to set up more payers & recipients

 

First Time Account Users:

Step 1 

Log in to your account.

log_in_to_account.png

 

 

Step 2

You will be brought to the Set up Payers & Recipients page, here you will select the Manual Entry Add Payer button, which is the left window.

New_payers_and_recipients_page.png

 

Step 3

On the Manage Payers & Recipients screen, click Add New Payer button

add_new_payer.png

 

Step 4

Enter all your payer information and when finished click Save.

Note: The fields with * are required fields.

 add_new_payer_screen.png

 

Step 5

Once you have created a payer, the payer details will be displayed in the grid and you can now create recipients.  Click Add Recipient.

new_payer_added.png
 

Step 6

Enter all your recipient information and when finished click Save.

Note: The fields with * are required fields.

add_recipient_screen.png
 

Step 7

You will return to the Manage Payers & Recipients screen where you will now see your payer details and all recipients listed under that payer.

added_payer_and_recipient.png

 

 If you need to create more payers and recipients repeat the same process starting from Step 3.

 

Not First Time Account Users:

Step 1 

Log in to your account.

log_in_to_account.png

 

Step 2

On the Dashboard screen, click either Manage Payers or Manage Recipients button to navigate to the Manage Payers & Recipients page

 dashboard_screen1.png

Step 3

On the Manage Payers & Recipients:

1. If creating a payer, click Add New Payer.

2. If creating a recipient, select the payer you need to create the recipient for from the drop-down and then click Add Recipient

add_payer_and_recipient_-_not_new_customer.png

 

Step 4

When creating a new payer or recipient:

Enter all your payer or recipient information and when finished click Save.

Note: The fields in bold are required fields.

 add_new_payer_screen.png       add_recipient_screen.png

If you need to create more payers and recipients just repeat the process starting with Step 3.

 

 

 

 

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