At NextPay, we understand the importance of convenience when it comes to managing your recipients. That's why we provide the option to save your recipients for every transaction. This allows you to easily send money to the same individuals repeatedly without the worry of typing errors, giving you peace of mind.
We've organized the directories based on how you use them in your business, including Customers, Suppliers (or Vendors, Billers, Payables, Providers, Partners, or Merchants), and Employees.
On your left side panel, navigate to Directory
Click on New employee and add the details of your recipient. You can add new recipients to your directory in two ways:
One-by-one: Add the details of each employee, supplier, or customer one-by-one under each directory.
Alternatively, when making a single payout (quick transfer), you have the option to save your recipient’s details to your directory for future use.
Batch upload via CSV: You'll see an option to upload a large batch of records in one go.
On your directory page, click Import
Download the template linked to the window
We update the .CSV file occasionally, so make sure to download the latest version to avoid any issues.
In the template, go to Read Me and follow the steps provided. Required columns are marked in blue.
Some things to remember:
Mobile Number: Use the format "639170000000" so we can notify your recipient via SMS when they receive money from you.
Employee Type (For Employee Directory): Indicate if the employee is Full-time, Part-time, Contractor, or Other.
Account Number (if the option selected is Banks/eWallets): Make sure you input the correct account number for Banks/eWallets.
Account Name: The name must match EXACTLY as registered on the bank account and contain no special characters.
Bank Name: Use the dropdown to select your recipient's bank.
Download the filled out template as a CSV/XLS file. Please make sure that the sheet you are downloading is the directory template.
Head back to the directory page and upload the file you created. You will receive a confirmation once all records are good to go.
We hope this helps make managing your recipients a breeze!
If you run into any issues uploading the file, check out this troubleshooting article.