Managing Payees in Niobi Introduction A payee is any person or organization you send money to, such as suppliers, vendors, contractors, employees, or service providers. Creating payees in Niobi allows you to save their information once and reuse it whenever you need to make payments. This guide explains how to create, edit, search, filter, and delete payees in Niobi. What you'll learn: ✅ How to add a new payee ✅ How to edit existing payees ✅ How to delete payees ✅ How to search and filter payees ✅ Best practices for maintaining your payee list Time to complete: 2-5 minutes per payee. \--- Why Create Payees? Creating payees helps you: ⏱️ Save Time ✅ Avoid entering payment information repeatedly ✅ Select payees quickly when making payments ✅ Speed up payment processing ✓ Improve Accuracy ✅ Reduce payment errors ✅ Keep beneficiary information consistent ✅ Ensure payments go to the correct recipient 📁 Stay Organized ✅ Maintain a central list of vendors and recipients ✅ Easily search and filter payees ✅ Separate individuals from organizations Important to Know ⚠️ In most cases, payees must be created before you can send payments to them. Some payment methods allow you to create a payee during the payment process, but not all do. ✅ To avoid interruptions, it's recommended to create your payees first. Before You Start You'll need: ✅ The payee's name ✅ Personal information ✅ Payment details Step 1: Go to the Payees Page 1. Log into Niobi at <https://app.niobi.co>. 2. From the left navigation menu, select: Outflows → Payees 3. You'll see a list of all existing payees. Step 2: Create a New Payee 1. Click Create New. 2. The payee creation page will open. 3. Enter the required information. Personal Details Provide information such as: • Name • Type of payee • Contact information Payment Details Provide the payment information required for sending funds. Fields marked with a red dot are mandatory. 4. Review the information. 5. Click Save. ✅ The payee is now available for use when creating payments. Step 3: Edit a Payee If a payee's information changes, you can update their details. To edit a payee: 1. Navigate to: Outflows → Payees 2. Locate the payee you want to update. 3. At the far right of the payee row, click the three-dot menu. 4. Select Update. 5. The payee details page will open. 6. Modify the necessary information. ❗The payee name cannot be changed. 7. Click Save. ✅ Changes take effect immediately. Step 4: Delete a Payee If a payee is no longer needed: 1. Go to: Outflows → Payees 2. Find the payee. 3. Click the three-dot menu on the right side. 4. Select Delete. 5. Confirm the action. ❗Deleted payees can no longer be used for future payments. Step 5: Search for Payees If you have many payees, you can quickly locate one. Using Search 1. Go to: Outflows → Payees 2. Use the search bar. 3. Enter part or all of the payee's name. 4. Matching results will appear automatically. ✅ Search