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Give payees a place to check their payment

Let payees update their bank details and see where a payment stands. Your team keeps control of the review and release steps.

Discuss your payee workflowSee the payee view
Professional working on a laptop at a café table

A payment question should have a place to go.

Account details and payment status, available to the person waiting to be paid.

New bank details. The payment keeps its status.

Maya updates her account before the next payment. She can see that the details were saved and that her payment still needs approval.

Maya Rao · Payment method

Account ending 1234

Bank details saved

The saved account is masked in the payee view. Maya can return here when her details change.

Maya Rao · PAY-041

USD 1,500

Pending approval

The payment is waiting for your team’s review. Saving account details has not approved or released it.

Keep the next action with the right person

A payee can maintain their details and follow payment updates. Your team handles the decisions that move the payment forward.

Payee: check the saved details

Keep the bank and address information current. Use the payment record to check whether a payout is pending, processing or complete.

Team: resolve the review

Check the reason a payment is waiting. Complete the required approval or correct the issue before taking the next payment step.

Frequently Asked Questions

How does a payee access the portal?+
Payees use a portal access link tied to their recipient record. Confirm the access and rollout process with your team during setup.
What can payees update?+
The payee view supports bank and address details. Saved account details are masked for routine viewing. Confirm the fields required for your payment setup before inviting payees.
Does saving new bank information release a payment?+
No. An account update and a payment approval are separate steps. Your team still reviews any required approval or hold before the payment can move forward.
Can the portal use our branding?+
Your business branding can be part of the payee experience. Agree the available branding, access setup and rollout scope before introducing the portal to payees.

Make the next payment question easier to answer

Talk through how your payees update their details, check payments and get help when a review is still needed.

Discuss your payee workflow