Manual Payment Verification
Manual Payment Verification
In the eftsure portal, you can manually verify single payments using the “Manual Payment Verification” feature. This allows you to check bank details for payments individually, ensuring that each vendor is verified before processing. Follow the steps below to manually verify payments.
Step 1: Access Manual Payment Verification
- In the Payments section, locate and select the Manual Payment Verification option.
Step 2: Enter Bank Details
Input the bank details for the payment you wish to verify. This may include:
- Bank Account Number
- Account Holder Name
- Additional identification information, if required
Submit the details to initiate the verification process by clicking Verify. The system will then verify the bank details against the entity data.
Step 3: Review Verification Results
- Once verification is complete, the record will be added to your Payment Table for tracking purposes.
Important Note: Verification Through the Entities List
- The manual verification process relies on information in the Entities List. If a vendor is not listed in the Entities List:
- Add the Entity: Add the required vendor information to the Entities List to allow the system to verify the payment.
- Send an Onboarding Request: Alternatively, you can send an onboarding request to the entity, prompting them to provide verification information.
By using manual verification, you can ensure the accuracy of single payments, especially in cases where automatic verification is not available.
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