How to Create a Recipient
Introduction
Creating recipients is an essential step in managing your business payments effectively. This guide will walk you through the process of creating a recipient in the Merchant Dashboard, helping you streamline your payment process and maintain accurate records. By setting up recipients, you'll be able to send payments quickly and securely to your vendors, employees, or other business partners.
Let’s dive in!
Log into your Duplo Dashboard
Click on Recipient
You would see two types of recipients: Business recipients and Individuals.
On the business recipient, click create new business
Fill in the required fields and click Create, as shown below:
On individual recipients, select create single recipient or create in bulk.
You would see the image shown below when you select single.
Fill in the required fields and click on create.
You would see the image shown below when you select Bulk
Please read the instructions and follow them.
Note: There are two types of recipients:
Individuals: Any other recipients.
Business recipient: These are business beneficiaries you work with
Related Articles
How to Create a Department
Introduction We are excited to help you streamline your expense tracking and management with our latest feature. In this article, we’ll guide you through the process of creating a department, adding a head of department, and managing expenses ...How to Create an Expense Batch
Introduction Creating an expense report is essential for effectively managing your business finances. This guide will walk you through the steps to create an expense batch in the Merchant Dashboard, helping you accurately track, manage, and summarize ...How to Create an Expense Category
Introduction Creating expense categories is crucial for organizing your business finances effectively. This guide will walk you through the process of creating an expense category in the Merchant Dashboard, helping you streamline your expense ...How to Create An Expense Account
Introduction Expense accounts help businesses organize and manage their spending more effectively. With Duplo, creating an expense account is simple and efficient, enabling you to allocate funds for specific purposes and track expenses seamlessly. ...How to raise an Expense
Introduction Creating an expense is an essential task for managing your business finances effectively. This guide will walk you through the process of creating an expense in the Merchant Dashboard, and ensure you can accurately track and manage your ...