Recipients
The “Recipients” section provides a comprehensive overview of everyone you’ve added as a recipient in Sarafa. Here, you can:- View a list of all your recipients: See their names and potentially other key information at a glance.
- Search and filter: Quickly find specific recipients using keywords, dates, or other relevant criteria.
- See a summary of recent activity: Get a quick insight into the latest transactions associated with each recipient.
Adding a New recipient
Adding a new recipient to Sarafa is a simple process:
- Navigate to the “Recipients” section in your Sarafa dashboard.
- Click on the “Add Recipient” or a similar button.
- You will be presented with a form to fill in the recipient’s details. This may include:
- recipient Name Name: The primary identifier for the recipient.
- Email Address: For communication and record-keeping.
- Contact Phone Number: For direct contact.
- Once you have entered the necessary details, click “Save” or “Add recipient.”
Viewing recipient Details and Transactions
To get a detailed view of a specific recipient and their transaction history:
- Navigate to the “All recipients” section.
- Click on the name of the recipient you want to view.
- You will be taken to a dedicated page for that recipient, where you can typically see:
- recipient Profile: All the details you entered when adding or editing the recipient.
- Transaction History: A chronological list of all transactions involving this recipient, including payments received, invoices sent, and any other relevant financial activities.
- Summary Information: Potentially a summary of total transactions,or other relevant metrics. This detailed view provides valuable insights into your financial interactions with each recipient, helping you track payments, manage relationships, and gain a better understanding of your business activity.