Converting an institution into a payer

To link transactions and issue invoices for an institution, it must be converted into a payer.

To do this:

1. To open the institution card, click the name of the selected institution in the list available under the “Institutions” tab.
   
2. Then go to the “Finances” tab.
3. Two options are available:
4. • “Convert to payer” — this option creates a payer based on the institution’s data,
   • “Assign to payer” — this option allows you to assign an existing payer to the institution.
     

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• Connecting a payer to an Institutions

  To connect a payer to an institutions, follow these steps: 1. Expand the “LUDO” section in the side menu. 2. Then expand the “Finances” section. 3. Click “Payers” to open the list of payers. 4. Open the selected payer’s profile and go to the ...

• Adding a new payer

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• Deleting a payer

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• Viewing the list of payers

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