Payees are persons who are responsible for payment acceptance on behalf of suppliers. When you set up payments for a supplier, you can select a payee. You can configure payee details and email or SMS them. The payee feature allows you to perform many actions. To know more about the actions, click on the links below.
- Configuring Payee
- Viewing Payee Details
- Removing Records in Batch
- Editing Payee Details
- Sending Messages to Payee
- Removing Payee
Configuring Payee
To configure a payee, complete the following steps.
1. Log in to BrightBooks. The Business page appears.
2. On the Business page, locate the required business by completing either of the following steps.
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- In the Search box on the top right corner, enter the name of the business fully or partially and click the 'search' icon. The business summary will appear under the Select a Business heading.
- The business summary is available under the Select a Business heading. If you cannot find it, at the bottom-right corner of the page, click 100 to increase the number of records to be displayed on the page. The business summary will be available under the Select a Business heading.
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3. Under the Select a Business heading, click the name of the business.
4. The Customers page appears. On the Customers page, from the left panel, click Purchases > Payees.
5. The Payees page appears. On the Payees page, click [Add Payee].
6. New Payee page appears. On the New Payee page, enter the following details.
| FIELD | STEP |
|---|---|
| General Info tab | |
| GENERAL INFORMATION heading | |
| PAYEE NAME | Enter the payee's name. |
| CONTACT INFORMATION heading | |
| STREET | Enter the street in the payee address. |
| TOWN | Enter the town in the payee address. |
| COUNTY | Enter the county in the payee address. |
| POST CODE | Enter the postcode in the payee address. |
| COUNTRY | Enter the country in the payee address. |
| PHONE | Enter the phone number in the payee address. |
| MOBILE | Enter the mobile number in the payee address. |
| Enter the email ID. | |
| WEBSITE | Enter the payee website, if any. |
| ADDITIONAL CONTACT INFORMATION heading | |
| FAX | Enter the fax number, if any. |
| DIRECT LINE | Enter the direct phone number in the payee address. |
| SKYPE ID | Enter the Skype ID, if any. |
| ADDITIONAL EMAIL | Enter additional email, if any. |
| Invoice Settings tab | The default invoice settings such as credit limit and terms and discounts will apply to all customer invoices. |
| DEFAULT INFORMATION heading | |
| DEFAULT NOMINAL CODE | Select the default nominal code by clicking the 'search' icon. When you set up a payment for this payee, the default nominal code is shown on the setup page. You can change the code. |
| DEFAULT VAT CODE | The default VAT code is Z 0.00%. Update, if applicable. |
| BIC | Enter the default discount on the sales price, if applicable. |
| IBAN | Select the currency for transacting with the customer. |
| DIV/SubDIVS | These are shown by default, if applicable. |
7. To save the payee details, click [Save].
Viewing Payee Details
To view specific payee details, on the Payees page, click anywhere on the row.
Removing Records in Batch
You can remove multiple Payee records in one or more batches.
1. On the Payees page, tick the box under the Delete button.
2. All records are selected. You may also customise your batch by manually selecting the required records.
3. To remove, click the Delete button. The records are removed.
Editing Payee Details
To edit payee details, complete the following steps.
1. Complete steps 1 to 4 as given in Configuring Payee.
2. On the Payees page, click the 'drop-down' icon corresponding to the row showing the payee record and in the inline menu, click Open.
3. The Edit Payee page appears. On the Edit Payee page, edit the payee details, as required.
4. To save the changes, click [Save].
Sending Messages to Payee
You can send SMS or emails to the payee.
Sending SMS
1. Complete steps 1 to 4 as given in Configuring Payee.
2. On the Payees page, click the 'drop-down' icon corresponding to the row showing the payee record and in the inline menu, click SMS.
3. The Send SMS page appears. Enter the message in the SMS TEXT box and click [Send]. The SMS is sent.
Sending Email
1. Complete steps 1 to 4 as given in Configuring Payee.
2. On the Payees page, click the 'drop-down' icon corresponding to the row showing the payee record and in the inline menu, click Email.
3. The Send Email window appears. On the Send Email window, enter the required details and click [Send]. The email is sent.
Removing a Payee
To remove a payee, complete the following steps.
1. Complete steps 1 to 4 as given in Configuring Payee.
2. On the Payees page, click the 'drop-down' icon corresponding to the row showing payee record and in the inline menu, click Remove.
3. The Confirmation Message window appears. On the Confirmation Message window, click [Delete]. The payee is removed.