Managing Beneficiaries
This guide explains how to manage your beneficiaries in Notch Pay, including viewing, editing, and deleting beneficiaries.Viewing Beneficiaries
In the Dashboard
- Log in to your Notch Pay Business suite
- Navigate to the “Transfers” section
- Click on “Beneficiaries” to see a list of all your beneficiaries
- Use the search and filter options to find specific beneficiaries
Using the API
You can retrieve a list of beneficiaries using the Beneficiaries API:Viewing a Single Beneficiary
In the Dashboard
- Navigate to the “Beneficiaries” section
- Click on a beneficiary’s name to view their details
Using the API
To retrieve a specific beneficiary:Editing Beneficiaries
Currently, editing beneficiaries is only supported through the API. In the dashboard, you’ll need to delete and recreate a beneficiary to update their information.
Using the API
To update a beneficiary, you can use the PUT method:Deleting Beneficiaries
In the Dashboard
- Navigate to the “Beneficiaries” section
- Find the beneficiary you want to delete
- Click the “Delete” or trash icon
- Confirm the deletion when prompted
Using the API
To delete a beneficiary:Best Practices for Managing Beneficiaries
- Regular Audits: Periodically review your beneficiaries list to remove outdated entries
- Descriptive Names: Use clear, descriptive names for beneficiaries to easily identify them
- Verification: Verify beneficiary details before sending large transfers
- Documentation: Keep records of beneficiary changes for audit purposes
- Security: Limit access to beneficiary management to authorized personnel only
Troubleshooting
Common Issues
- Beneficiary Not Found: Ensure you’re using the correct beneficiary ID
- Invalid Account Number: Verify the account number format is correct for the selected payment channel
- Duplicate Beneficiaries: Check if a beneficiary with the same details already exists
- Permission Errors: Ensure your API key has the necessary permissions to manage beneficiaries
Getting Help
If you encounter issues managing beneficiaries:- Check the API Reference for detailed information
- Review the error codes for specific error messages
- Contact Notch Pay Support for assistance
Next Steps
- Making Transfers - Send money to your beneficiaries
- Beneficiaries API - Technical reference for the Beneficiaries API