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Submit a payment profile change
When to use it
Use this guide when you need to submit a payment profile change.
Before you start
- Open Payments from the module menu. Your account must have access to this screen and permission for the action you want to complete.
- A wrong payment destination can send money to the wrong person. Verify it against approved beneficiary information before submission.
What this changes
A proposed payment destination is submitted for review.
Vendor details identify the payee. Payment-profile approval determines the eligible payment destination; submitting details is a separate review request.
Steps
- Open Finance → Payments and find the supplier, vendor, or vehicle owner.
- Choose Edit for the payment profile.
- Check the payment method, currency, context, and matching phone, till, paybill, or bank details.
- Select Submit for approval and check the resulting profile version and status.
Screenshot to add: Payments: submit a payment profile change. Capture filename: images/submit-a-payment-profile-change.png.
Restrictions
Submitting a profile does not approve it or make a payment. Submit access is required.
If something went wrong
Before Submit for approval, correct the beneficiary, method, currency and destination against confirmed evidence.
After an unclear submission, refresh and inspect the saved profile version and status before submitting again. If wrong details were submitted, tell the reviewer not to approve them, submit the confirmed details and have the incorrect submission rejected through Payment-profile review. If already approved, follow that guide's recovery before further payments.
Check the correction
Check the correct submitted version and, after independent review, the effective approved destination. Submission does not approve a profile or make a payment.