To add a buyer as a Contact on PayMate go to Contacts - Add Contact. Only the Maker or the Admin user of the Contact Management user department can add a buyer. 



Follow the below steps to add a buyer as a Contact on PayMate


Basic Information


  1. Under Type of Contact select the type Buyer
  2. Enter the Company Name of the buyer. 
  3. Enter the Company Nick Name(optional)
  4. Enter the Reference Code for the buyer.
    The Reference Code is similar to the unique reference code most companies assign to their buyers during buyer onboarding.
    The Reference Code has to be unique for each buyer you add to your account on PayMate
  5. Select the country where the buyer is located
  6. Enter the name of the contact person in the buyer's company
  7. Enter the designation of the contact person
  8. Enter the email address of the buyer.
    This email address will be used to send collection requests and reminders to the buyer.
  9. Enter the mobile number of the buyer
  10. Enter the company website and description (optional)
  11. Click on Save


Once the buyer details are added the buyer will be awaiting approval under Contacts - Manage Contacts. The Approver or the Admin user of the Contact Management user department has to approve the buyer added.



Click the tick mark icon to approve the buyer. You will be presented with the buyer details and an option to approve or reject the buyer.



Once the buyer is approved it is then active on the PayMate platform. You can now start sending collection requests to this buyer.