How do I add other payees (contractors, tenants, etc.) in Calmony?

Whilst landlords require verification through the Calmony Verify process, you can also add other types of payees to your account for various payment purposes. These payees don't require the same verification process, making it quick and simple to set them up for payments.

⚠️ Important: Account Activation Requirement

Your Calmony account cannot receive any funds until you have at least one verified landlord. This is a regulatory requirement for client accounts.

• You can add other payees (contractors, tenants, etc.) at any time
• However, your account will not be able to receive incoming payments until landlord verification is complete
• Once you have one verified landlord, your account becomes active and can receive funds for all purposes

What this means:

1. Start the landlord verification process first (see our guide: How to Verify Landlords in Calmony)
2. Add other payees whilst waiting for landlord verification to complete
3. Once your first landlord is verified, your account activates and can receive funds
4. You can then make payments to all your payees (landlords, contractors, tenants, etc.)

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Common Payee Types

You can add various types of payees to your Calmony account, including:

• Contractors - Maintenance professionals, tradespeople, service providers
• Tenants - For refunds, deposit returns, or other tenant payments
• Deposit Schemes - TDS, DPS, MyDeposits, etc.
• Trading Accounts - Other business accounts
• Utility Companies - For property-related bills
• Other Payees - Any other legitimate payment recipients

Video Walkthrough

Watch our quick video guide showing how to add different types of payees:

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How to Add a New Payee

1. Navigate to the Payees section in your Calmony dashboard
2. Click 'Add' in the top right corner
3. Select the appropriate 'Payee Type' from the dropdown menu (e.g., Contractor, Tenant, Other)
4. Enter the required information:
   • Name/Company name
   • Email address 
   • Bank details (account number and sort code)
   • Any additional contact details
5. Click 'Save and Close' to create the payee record
6. Edit the payee record if you need to add more details later

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Key Differences from Landlord Payees

No verification required:

• These payees don't need to go through the Calmony Verify process
• No ID checks or forms to complete
• No waiting period before making payments to them specifically
• Simply add their details and you can pay them once your account is active

Faster setup:

• Create the payee record in seconds
• Add bank details when you're ready
• Make payments as soon as your account is active (requires at least one verified landlord)

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Making Payments to These Payees

Once you've added a payee with complete bank details and your account is active (at least one verified landlord), you can make payments immediately.

Video: How to Make a Payment

To make a payment:

1. Navigate to the Payees section
2. Click 'Actions' on the relevant payee
3. Select 'Make Fast Payment'
4. Enter:
   • Reference (max 18 alphanumeric characters)
   • Amount
   • Authenticator App Code (second code in your authenticator app)
5. Click 'Make Fast Payment'

Payments are processed 24/7 and usually complete within 5 minutes.

 

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Important Notes

• Your account must have at least one verified landlord before it can receive any funds - this is a regulatory requirement
• Always verify bank details are correct before making payments
• Keep payee records updated with current contact information
• Double-check you've selected the correct payee type for accurate record-keeping
• Payment limits still apply - contact your account manager if you need limits reviewed

When Verification IS Required

Remember: Landlords and property owners must still go through the Calmony Verify process. This guide only applies to non-landlord payees such as contractors, tenants, and service providers.

Start your landlord verification first to activate your account. See our guide: How to Verify Landlords in Calmony.