Create Payment Manager under Program

Description

This guide provides steps to create and configure the payment manager.

Pre-requisites

The user must have the Program Manager role.

Steps

  1. Navigate to Programs using the menu bar.

  1. Click on the program name for which configuration to be done.

  1. Navigate to the Configuration section on Program detailed view page.

  1. Click on Add a line in the Payment Manager section.

  1. Click on the Create button on the Add: Payment Managers pop-up window.

  1. Select the payment manager type.

  1. If a payment manager is already created (Create Payment Manager), search and select the same or else once the name is provided to the program manager, Create and Edit buttons will appear. Click on Create and Edit to create a payment manager.

  1. Provide the details in the payment manager creation manager.

  1. Click on the Save button and then click on the Save & Close button which will save the payment manager to that program under configuration.

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