Creating a remitter

On the Remitters page, you can see a list of all the remitters that are associated with your account. On this page, you can view existing remitter details and you can add new remitters.

To create a new remitter

  1. In the toolbar, under Templates, click Remitters.
    Mandatory fields are indicated by an asterisk (*).
    • Remitter Information
      • Classification—From the dropdown, choose the option that best describes the remitter or the remitter's business. If the remitter is an individual, not a business, choose Individual.
      • Your client identifier—Enter a unique identifier for the remitter.
      • Name—Enter the remitter's first and last name or the name of the business. You can enter up to 100 characters in this field.
    • Remitter Address
      • Address Line 1—Enter the remitter's street address.
      • Address Line 2—Optionally, enter the second line of the remitter's address.
      • City—Type the name of the city or choose it from the dropdown list. When you start typing the name of the city, a dropdown list appears that includes many of the cities in the specified country that contain that sequence of letters. If the city that you want is in that list, click to select it.
      • State/Province—From the dropdown list, choose the state or province where the remitter lives. The list that you see depends on what you entered in the Country field.
      • Zip/Postal Code—Enter the remitter's postal code or zip code. This field is mandatory when the selected country is Canada or United States.
      • Email Address—Enter the remitter's email address. You can enter up to 50 characters in this field.
    • Remitter's Bank
      • Bank Name—Enter the remitter's bank name.
      • Bank Code—Enter the bank's routing code.
      Alternatively, you can click theBank icon bank icon in the Bank Name field and use the Bank Lookup tool to locate the bank. For more information, see Using the Bank Search tool.

  2. Click Create Remitter.
    The remitter is added to the grid on the Remitters page.
    When you create payments, you can now select this remitter as the entity on whose behalf the payment is being sent.

Using the Bank Search tool

The Bank Search tool allows you to search for the remitter's financial institution by entering information in at least one field. The search will return all matching results based on the criteria you enter. You can then select an institution from the results list and the information is populated in the Remitter's Bank section on the Create Remitter screen.

To search for a bank

  1. In the Bank Name field, click the Bank icon bank icon.
    The Bank Search dialog box displays.

    Bank Search dialog

  2. Enter information in the fields to search by Country, City, and Routing Number. The more information you enter, the more refined your search results will be.

  3. Click SEARCH.
    The search results are displayed in a grid.

  4. Click the bank that you want to choose.
    The bank's details are added to the appropriate fields on the Create Remitter screen.