Payment Requests
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      Managing Payer Categories

      Payer categories are the categories you will assign each of the payers used in your payment requests. In this article we walk through how to create and update your payer categories.

      Creating a Payer Category

      1. Navigate to the Payer Categories settings page in the Graphium dashboard.

      2. Click the Create Payer Category button.

      3. Fill out the form, giving your category a title, description, and a unique code.
        NOTE: The code cannot be changed after creating.
      4. Click the Save button.

      Updating a Payer Category

      1. Click the Actions button for the category you want to deactivate/reactivate.
      2. Click the Edit option.
      3. Update the title and/or description of the category.
      4. Click the Edit button.

      Deactivating/Reactivating a Payer Category

      1. Click the Actions button for the category you want to deactivate/reactivate.
      2. Click the Deactivate or Reactivate option.
      3. Click the Deactivate/Reactivate button in the modal window to confirm the action.