{"id":43190,"date":"2025-03-26T08:46:53","date_gmt":"2025-03-26T08:46:53","guid":{"rendered":"http:\/\/anja"},"modified":"2025-03-26T08:46:53","modified_gmt":"2025-03-26T08:46:53","slug":"add-and-manage-payees","status":"publish","type":"docs","link":"https:\/\/www.worldfirst.com\/th\/help-center\/receiving-payments\/add-and-manage-payees\/","title":{"rendered":"How do I add and manage payees?"},"content":{"rendered":"\n<div class=\"wp-block-columns has-background is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\" style=\"background-color:#8dd2fc3b\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>With the World Account, adding payees is a streamlined and flexible process, whether you need to add a single payee or handle multiple payees in batches. You can also easily manage your payees by editing or deleting their details as needed.<\/p>\n<\/div>\n<\/div>\n\n\n\n<h2><span style=\"font-size: 24px;text-transform:none\">Add a new single payee<\/span><\/h2>\n\n\n\n<ul>\n<li>On your WorldFirst dashboard, go to &#8220;Payees&#8221;<\/li>\n\n\n\n<li>Click on &#8220;Add a new payee&#8221; on the top-right corner<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326073254702.png\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326073254702-1024x539.png\" alt=\"\" class=\"wp-image-47056\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Select &#8220;Add a single payee&#8221;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326073342362.png\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326073342362-1024x539.png\" alt=\"\" class=\"wp-image-47057\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Select &#8220;Others&#8221;, and then choose the account type accordingly<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326073604661.png\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326073604661-1024x552.png\" alt=\"\" class=\"wp-image-47058\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Next, select your account country and the currency you&#8217;ll send payments in<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326073730621.png\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326073730621-1024x555.png\" alt=\"\" class=\"wp-image-47059\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Next, enter the account details as required<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326081152642.png\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326081152642-1024x549.png\" alt=\"\" class=\"wp-image-47065\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>When you enter a payee on the portal, you will be asked to enter relevant information, depending on the currency of the payment and the country of the beneficiary.\n<ul>\n<li>Europe \u2013 IBAN and SWIFT<\/li>\n\n\n\n<li>Australia \u2013 account number and SWIFT or BSB code<\/li>\n\n\n\n<li>New Zealand \u2013 account number, and 6-digit bank code and SWIFT<\/li>\n\n\n\n<li>US \u2013 account number, and ABA routing number or SWIFT<\/li>\n\n\n\n<li>UK \u2013 account number and sort code or SWIFT and IBAN<\/li>\n\n\n\n<li>India \u2013 account number, SWIFT and IFSC number, reason for transfer<\/li>\n\n\n\n<li>China \u2013 account number, SWIFT<\/li>\n\n\n\n<li>Mexico \u2013 account number, 18 digit Clable and SWIFT<\/li>\n\n\n\n<li>Singapore \u2013 account number and SWIFT<\/li>\n\n\n\n<li>Japan \u2013 account number and SWIFT<\/li>\n\n\n\n<li>UAE \u2013 IBAN and SWIFT<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Then, enter the personal details as required<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326081523343.png\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326081523343-1024x487.png\" alt=\"\" class=\"wp-image-47066\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Next, you&#8217;ll be asked to verify with SMS message, email or Authy App<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-columns has-background is-layout-flex wp-container-core-columns-is-layout-2 wp-block-columns-is-layout-flex\" style=\"background-color:#f78da83b\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>After the authentication, your account will either be immediately approved, or we will request more actions from you in 24 hours. You&#8217;ll be able to see the approval status and additional actions required under \u201cPayees\u201d > \u201cActions\u201c, where we may ask you to upload additional documents.<\/p>\n<\/div>\n<\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326081652616.png\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326081652616-1024x539.png\" alt=\"\" class=\"wp-image-47067\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<h2><span style=\"font-size: 24px;text-transform:none\">Add new payees in batches<\/span><\/h2>\n\n\n\n<ul>\n<li>On your WorldFirst dashboard, go to &#8220;Payees&#8221;<\/li>\n\n\n\n<li>Click on &#8220;Add a new payee&#8221; on the top-right corner<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326081652616.png\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326081652616-1024x539.png\" alt=\"\" class=\"wp-image-47067\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Select &#8220;Add payees in batches&#8221;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326082930240.png\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326082930240-1024x547.png\" alt=\"\" class=\"wp-image-47070\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Next, select the account type you are paying to. We currently only support one account type in batches<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326083016158.png\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326083016158.png\" alt=\"\" class=\"wp-image-47071\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Then, select the destination country and currency of your batch payments<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-columns has-background is-layout-flex wp-container-core-columns-is-layout-3 wp-block-columns-is-layout-flex\" style=\"background-color:#f78da83b\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>Currently, we only support one currency and country each batch. If your recipients are in different countries, please add them in separate batches.<\/p>\n<\/div>\n<\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326083226473.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326083226473-1024x424.webp\" alt=\"\" class=\"wp-image-47075\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<p>The system will then generate an Excel template for you to download. In the Excel template, we have prepared fields that need to be filled out for the transfer method and country. You can copy and paste your payee account details in batches from your company&#8217;s databases or your ERP software. Please be sure to assign each payee unique friendly names, which will be served as identification codes when you make batch transfers.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326083335260.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326083335260-1024x462.webp\" alt=\"\" class=\"wp-image-47076\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326083412905.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326083412905-1024x128.webp\" alt=\"\" class=\"wp-image-47078\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>You&#8217;ll re-upload the Excel file once you&#8217;ve filled in the account details<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-columns has-background is-layout-flex wp-container-core-columns-is-layout-4 wp-block-columns-is-layout-flex\" style=\"background-color:#f78da83b\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>The system will automatically detect erroneous fields and provide instructions on how to correct them. After you&#8217;ve made the necessary changes in the Excel sheet, you can rename the file and upload again. After a verification with the Authy App or an SMS message, the system will start processing your upload.<\/p>\n<\/div>\n<\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326083609283.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326083609283-1024x389.webp\" alt=\"\" class=\"wp-image-47082\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>The upload may take a few minutes. You can come back to the payee management page later to check the results<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326083725886.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326083725886-1024x503.webp\" alt=\"\" class=\"wp-image-47083\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<h2><span style=\"font-size: 24px;text-transform:none\">Edit payee details<\/span><\/h2>\n\n\n\n<ul>\n<li>Go to &#8220;Payees&#8221; on the navigation bar<\/li>\n\n\n\n<li>Click on the three dots for the payee you would like to edit<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326083939292.png\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326083939292-1024x267.png\" alt=\"\" class=\"wp-image-47084\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Click on &#8220;Edit&#8221;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326084101612.png\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326084101612.png\" alt=\"\" class=\"wp-image-47085\" style=\"width:350px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Amend the respective details accordingly<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-columns has-background is-layout-flex wp-container-core-columns-is-layout-5 wp-block-columns-is-layout-flex\" style=\"background-color:#f78da83b\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>Please note that you will not be able to amend the fields that are greyed out. You will have to delete this payee and re-add a new payee<\/p>\n<\/div>\n<\/div>\n\n\n\n<ul>\n<li>Click on &#8220;Submit&#8221; once done<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326084251356.png\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326084251356.png\" alt=\"\" class=\"wp-image-47087\" style=\"width:350px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<h2><span style=\"font-size: 24px;text-transform:none\">Delete payee<\/span><\/h2>\n\n\n\n<ul>\n<li>Go to &#8220;Payees&#8221; on the navigation bar<\/li>\n\n\n\n<li>Click on the three dots for the payee you would like to delete<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326083939292.png\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326083939292-1024x267.png\" alt=\"\" class=\"wp-image-47084\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>Click on &#8220;Delete&#8221; to delete the payee<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326084101612.png\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2025\/03\/20250326084101612.png\" alt=\"\" class=\"wp-image-47085\" style=\"width:350px;box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>With the World Account, adding payees is a streamlined and flexible process, whether you need to add a single payee or handle multiple payees in batches. You can also easily manage your payees by editing or deleting their details as needed. Add a new single payee After the authentication, your account will either be immediately [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[16],"doc_tag":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v24.3) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How do I add and manage payees? | WorldFirst TH<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.worldfirst.com\/th\/help-center\/receiving-payments\/add-and-manage-payees\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How do I add and manage payees?\" \/>\n<meta property=\"og:description\" content=\"With the World Account, adding payees is a streamlined and flexible process, whether you need to add a single payee or handle multiple payees in batches. You can also easily manage your payees by editing or deleting their details as needed. 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