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 Finance and documents.

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

Find the list of all payers in Finances and documents → Payers. You can add a new payer, edit an existing one, or delete it. All new payers you create when paying for a specific service will be added to this section. 

Reconciliation report — click the button to generate a reconciliation act for the selected period. The button is available only to those payers from whom the funds were received.