Payers

To perform all financial operations, BILLmanager uses a separate entity — the payer. Payer has access to all financial operations in the client area: he can generate invoices, receive certificates and financial notifications. Payer is needed to make payments. You can create several payers for one account in your client area.

Information about the payer contains a postal and email address, phone number, contact person's name and other important information that the provider may need when working with a company, sole proprietor or individual.

Creating a payer

To add a new payer:

1. Go to Client → Payers → Add.

2. Press Add new payer. Select a payer type: individual, company, or sole proprietor. Each type requires certain data, fill out all fields carefully:

   • Individual
   • Company
   • Sole proprietor

   

   

   

   

   

   

   

   

   

   

   

   

   

   

In the future, when generating an invoice, all the details will be inserted automatically.

Payer management

The list of payers is available in Client → Payers.

View information about payers

• Id — unique identifier of the payer in the system;
• Name — name of the company, private person or individual entrepreneur;
• Payer status — private person, legal entity or individual entrepreneur.

Merging payers

If a customer has mistakenly created multiple payers, these payers can be merged. 

To merge payers:

1. Go to Tools → Merge payers.
2. Select the Primary and Merged payer. After merging, the merged payer's record will be deleted.
3. To have the contracts of the merged payer reassigned to the primary payer, enable the Transfer contracts option. If the option is not enabled, the contracts of the merged payer will be deleted.
4. Click the Next button.
5. Examine the actions that will be performed by the platform. You can click the Back button and change the merge settings.
6. Click Finish.