Contents

• Overview
• What is the Payees Form Field?
• Step-By-Step Instructions
  • Add the Payees Field to a Profile Form
  • Set Up the Payees Form Field
    • To customize the Payee Field’s settings
• Related Articles

Overview

This step-by-step guide shows Client Admin and Organization Owners how to add and customize the Payees Form Field on Individual and Organization Profile Forms in Next.

⚠️ IMPORTANT: Admins can add the Payees field to a Profile Form regardless of their organization's settings. However, to select a specific Payee entry when creating a disbursement or reimbursement request, Advanced Category Codes must be enabled for the organization.
 

What is the Payees Form Field?

The Payees Form Field stores payment details—such as banking information and payment preferences—for individual or organization applicants directly on their profile. It lets you manage multiple payment destinations in one place. 

• Common uses: When organizations need to store payment details for ERP or payment integrations. 
   
• How it works:
  • Client Admin or Organization Owners add the Payees field to the Individual and/or Organization Profile Form. 
  • Each Payee entry is one payment destination.
  • A profile can have up to 25 Payee entries.

💡Tip: If you don’t need to store payment destination information on the profile, but still want to collect it somewhere, consider using an Applicant Insight Form instead. 

Step-By-Step Instructions 

Add the Payees Field to a Profile Form

The Payees field can be added to Individual and Organization Profile Forms. To use it in both, it must be set up in each form.

1. Log in to the organization as the Organization Owner or Client Admin. 
    
2. Open the Individual or Organization Profile Form (Settings > Profile Forms > Select Individual or Organization). 
   
   
    
3. Click +Add Fields in the upper-right corner. 
   
   
    
4. In the Add Fields panel, click +Payees. 
   
   
    
5. The Payees field is added to the Profile Form. Click Close in the bottom-right corner of the panel to return to the form.
    

Set Up the Payees Form Field 

The field’s settings can be customized to control which information is collected.

To customize the Payee Field’s settings: 

1. Click the gear icon in the upper-right corner of the Payees field box. A settings panel appears on the right
   
   

2. Choose which fields to include, require, hide, and/or make read only:

a. Toggle on the fields you want to include. 

b. Mark fields as Required if applicants must complete them.

c. Hide fields you don’t want applicants to see. 

d. Mark fields as Read Only if applicants should not edit them. 

📌 Notes:

• Read Only fields can still receive imported data. This setting is often used to lock fields that contain imported data from a third-party system (such as an ERP), so applicants can see the information but can’t change it.   
   
• You can only turn on one of these options at a time: Required, Hidden, or Read Only (for example, if a field is marked as "required," it cannot be hidden or marked as Read Only). 

3. Choose “Bank Account Type” options: 

• To remove options: Click the red X next to the bank account type. 
• To add options: Enter a new option in the “Add New Option…” textbox, and click the + sign to add it. 
  
  

4. Set entry limits: 

• If you don’t want to allow multiple Payee entries: Toggle OFF 
• To allow more than one Payee entry: Toggle ON 
  
  
   

a. Set the minimum number of payee entries allowed.

b. Set the maximum number of payee entries allowed (Up to 25 max).

 

5. Add an Alias (Optional) 

• Enter an alternate label for the Payees field, if needed. 
  
  
  
   

6. When you're finished editing the settings, click Done in the bottom-right corner of the panel.  

7. Click Publish in the upper-right corner of the Profile Forms screen to publish your form.

8. On the confirmation pop-up, click Confirm.
 

Related Articles

➡️Add a Form Field
➡️Delete a Form Field
➡️Move Form Fields
➡️Setting Up the Individual Profile Form
➡️Setting Up the Organization Profile Form






 

What did you think of this article? Please leave a comment below! 
Your feedback helps us improve the experience for everyone.