I can't make a payment because the payee doesn't have any bank details
This article explains what to do if you can't make a payment in the Payments screen, because the Payments screen isn't showing a sort code or account number for the organisation or person you need to pay.
If a payee is new (i.e. you haven't paid them before), they'll be highlighted in the Payments screen with the label 'new' above their name.
In the screenshot below, a 'new payee' has been added to the system, but without a sort code or account number.
If the payee is an organisation
If the Payee is an organisation (Supplier), you should be able to find their account details on their invoice:
- Click on the Purchase in question (on the left-hand side of the screen).
- This will open the invoice purchase screen. Scroll to the bottom of the screen.
- Click the 'View Invoice' button to see the uploaded copy of the original invoice.
If the payee is an individual
If the payee is an individual and you are unsure of their bank details, you should either contact the payee directly or contact the person who entered the purchase (purchase submitter).
To find out who submitted the purchase (purchase submitter):
- Click on the Purchase in question (on the left-hand side of the screen).
- This will open the invoice purchase screen.
- The top left of the screen will show details of who submitted the purchase.
Typically, the person who entered the purchase and who added the new supplier/payee would enter the bank details, so it may be worth going back to the submitter to request that they do this for future purchases where the payee/supplier is new.
To find out more about managing Payees and Suppliers, please read this help guide article.
To help you better understand the Payments module as a whole, please visit the module overview page here.