Product tutorial | How to add a payee in Fast Payment Account?

Product tutorial

KPay

29 November 2024

The “Payee management” feature on the KPay platform allows users to efficiently add payees, manage transaction records, and select frequent payees, eliminating the need to re-enter details for each bill payment. This guide will show you how to create, manage, and edit payees, as well as export transaction records.

Introduction

How to add a payee?

Step 1: Log in to the KPay App and click "Payee management" on the "Pay-Out" page.

Step 2: Click the "+" icon in the top right corner.

Step 3: Select "Business" or "Personal" as the payee type.

Step 4:Enter the required payee details and click "Create payee."

Bank/country of the payee

Supported countries/region
Australia	Mexico	South Africa	Malaysia
South Korea	Japan	Thailand	The Philippines
UAE	Hong Kong SAR	USA
UK	New Zealand	Singapore

Account currency type

Type of account currency
AUD	JPY	THB	PHP	EUR
HKD	KRW	MYR	AED	MXN
CNY	NZD	SGD	GBP	USD

Payment methods

Supports local transfers and global remittances
Local transfers	global remittances
FPS ACH RTGS SWIFT	SWIFT

Bank code and account number
Account name
"Business" or "Individual" name and country/region

Step 5: Once the payee is created, you can choose "Pay this payee" to make a payment, "Create new payee" to add another, or "Return to payee list" to exit.

How to edit or delete a payee?

Edit a payee

Step 1: Log in to the KPay App and click "Payee management" on the "Pay-Out" page.

Step 2: Enter the payee's name in the search bar or scroll to select the payee card.

Step 3: Click the "..." icon on the bottom left of the payee card.

Step 4: Click "Edit".

Step 5: Enter the changes and click "Confirm" to update.

Delete a payee

Step 1: Log in to the KPay App and click "Payee management" on the "Pay-Out" page.

Step 2: Enter the payee's name in the search bar or scroll to select the payee card.

Step 3: Click the "..." icon on the bottom left of the payee card.

Step 4: Click "Delete" to remove the payee.

How to search / view / export the transaction records of payees?

Step 1: Log in to the KPay App and click "Payee management" on the "Pay-Out" page.

Step 2: Select the payee and click "Pay records" at the bottom right of the payee details.

Step 3: To search specific records, filter by "Payment status," "Pay at," "Submitted at," "Approver," "Submitter," or "Payment Method."

Step 4: Once you have the records, click "Export" in the top right, choose the format, payment date, and email address to send the records.

For any product-related inquiries, feel free to call our customer service team at 3706-7828 during office hours (Monday to Sunday, 10 AM - 10 PM). We are here to help!

KPay