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

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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.

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