-
Log into Paytron
-
Select “Payments” tab from the left sidebar menu.
-
Select “Beneficiaries” from the dropdown menu
-
Click “Create New”
-
Enter Beneficiary name, email (optional) and entity type
-
Click “Next”
-
Select the country of the Beneficiary’s bank account, the currency the Beneficiary will receive and the Payment type to fund any payment.
-
Enter Bank details for Beneficiary bank account: BSB, Account Number and Name
-
Click “Next”
-
Review Beneficiary details and save
Note: Payment type can be changed when making any payment to the Beneficiary.
Before you can make a payment by a Paytron, you need to create a beneficiary. If that term is unfamiliar to you, it means the same as payee or in plain English, someone you want to pay.
Beneficiary creation is integrated right into our payments process, so you don't have to pre-create anything before electing to pay someone.
If you're starting a payment based on an invoice Paytron Autopilot even reads the beneficiary data right off the invoice file, minimising your manual keystrokes and preventing errors. You can access your beneficiaries at any time by selecting beneficiaries from the top menu on the payments page.
Once you are there, click on the ‘Create’ button on the top right of the page to bring up the beneficiaries creation workflow. Once you are here, work through the steps to create your beneficiary and you'll see them in your drop down list of existing beneficiaries next time you pay.