Guide/TutorialsGuide/Tutorials

👥 Creating  Payees

Before you can create your first check, you’ll need to add payees — the individuals or companies you issue checks to. Once a payee is added, their information can be reused anytime when writing new checks.

Why Add Payees?

Every check must be tied to a valid payee. Adding them beforehand helps you organize payments, filter records easily, and prevent mistakes while creating checks.

How to Create a Payee

• 01
  Navigate to the Payees section from the sidebar.
• 02
  Click Add Payee details.
• 03
  Fill in the required details:
• •   Name (Full payee name)
• •   Nickname (for easier reference)
• •   Email (optional but useful for recordkeeping)
• •   Contact Number
• •    Entity Type:
  • •   Individual
  • •   Company
  • •   Reseller
  • •   Expense
• 04
  Depending on your selection, you’ll see extra fields — for example:
• •   Company Name (for company)
• •   Reseller Name (for reseller)
• •   Expense Title (for expense)
• 05
  Click Save Payee to store it.

Organized & Ready

Once added, Your saved payees will appear in a clean list with quick search and filter options. Whenever you create a new check, simply select the payee instead of typing everything again — easy, fast, and accurate.
And now that your payees are ready, you can move on to the fun part — creating checks that automatically pull their details