Adding a new payee to your Xace Web App is an essential part of sending funds. To add a new payee, follow the steps below:
Click on the "Payees" tab.
Select the "Create a Payee".
Choose between a Person or Business payee, and then click on Next.
Enter all required information, including personal/business details and IBAN. You may also provide a Payment Reference, Payment Purpose and Purpose Category.
Click on "Confirm Payee" when you have finished entering the information. Our system will validate the provided data.
If all the information is valid and correct, click on "Save Payee" or "Make Changes" if amendments are needed.
Your payee will now be saved for future payments!
Important: Please ensure all payee details are entered correctly, including the account name, account number, and sort code/IBAN. If the details do not match the information held by the payee’s bank, your payment could be sent to the wrong account.
