Settings - Payees

This page lists all payees who have received a cheque due to an insurance claim.

By clicking on Search, a list of all payees who have received a cheque will be displayed at the bottom of the page, including the following information:

Payee Name
Business Name
Address
Phone Number

However, you can refine your Search by using the following filters:

First name of payee
Last name of payee
Service type: select the type of payee service
Click on Search after selecting the desired filters.

If you click on a payee's line, the side panel will be displayed, allowing you to make changes using the blue pencil.

By clicking the Action button and selecting Export Cheques Report, you can generate a report of all the cheques created for this payee.

You also have the option to Delete the payee using the Action button.