Creating a New Payee

Overview 

This tutorial will walk you through the steps to create a new payee in TrustBooks.

Steps 

1. Start on the Dashboard page.

2. Click the Create Payee link under the Payments and Deposits section.

Note: There is also a Create New Payee quick-link under the payment display in Process Payment.

The New Payee page is displayed.

3. Enter the Payee Name (required field).

Note: This is the name that you would like to refer to the payee as for internal purposes.

4. Enter the Print Name on Check As (required field).

Note: This is the name that you would like to refer to the payee as for external purposes.

5. Enter the general contact information.

Note: All general contact information is optional and is included for recordkeeping.

10. Save all changes. You have two options.

Save – information will be saved and you will be redirected to the Dashboard page.

Save & Process Payment – information will be saved and you will be redirected to the Payment page.

Note: After creating a new payee, the payee is saved and you do not have to re-enter the payee for future payments.