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Managing Payees

Sohini Chakraborty
  • Updated

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

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.
  3. 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. 
    While allocating, you need to be careful so that the credit note amount is not exceeded.
  4. 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.
  5. Under the Select a Business heading, click the name of the business.
  6. The Customers page appears. On the Customers page, from the left panel, click Purchases > Payees.
  7. The Payees page appears. On the Payees page, click [Add Payee].
  8. The New Payee page appears. On the New Payee page, enter the required details.
  9. To save the payee details, click [Save].
FIELD STEP
General Info tab
GENERAL INFORMATION heading  
PAYEE NAME Enter the payee 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 post code 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.
EMAIL Enter the email ID.
WEBSITE Enter the payee website, if any.
ADDITIONAL CONTACT INFORMATION heading
FAX Enter 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 term and discounts will apply on all customer invoices.
DEFAULT INFORMATION heading
DEFAULT NOMINAL CODE Select default nominal code by clicking . 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.

Viewing Payee Details

To view a specific payee details, on the Payees page, click anywhere on the row.

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 corresponding to the row showing 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 corresponding to the row showing 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 corresponding to the row showing 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 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.\
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