You can create an Originating Payer by going to Manage Payees > Manage Originating Payer and clicking on the top tab Create. Here you will need to input all the relevant personal and banking information of your new payer and click Create Originating Payer. The information will be verified and stored for future use.
After creating an Originating Payer, you can make changes in the View/Modify Originating Payer section.
From the provided list, choose the Originating Payer whose information you want toView/Modify and click Select. If you don’t initially see them, start typing the payer's name in the Originating Payer field and select it from the filtered names that appear.
To modify the details, click Modify Originating Payer in the lower right of the page, then make any changes in the information fields. Alternatively, you can click Delete Originating Payer to remove them from the system.
Once you have made any changes, click Save Changes in the lower right of the page. If successful, you will see Originating Payer Successfully Modified.
To repeat the process, click View/Modify Another Originating Payer.