Add a partner

Add a partner

A partner is a profile for any supplier, vendor or business you pay through SiFi. Creating one takes under a minute; only the name is required.

Who can do this: System Admin, Authorized User, Finance Manager, Accountant and Transfer Initiator can add partners and create payments. Paying (releasing) a payment needs System Admin, Authorized User, Finance Manager or Accountant.
Where: Web · Mobile app

Before you start

  • Have the partner's legal name ready, exactly as on their bank account.
  • Know what type of partner it is (Business or Individual).

Add a partner

  1. Go to Payments → Partner Hub.
  2. Click Add Partner (top right).
  3. Choose the partner type.
  4. Enter the partner's name exactly as on their bank account (required).
  5. Add an alias if you like: an internal label only your team sees, such as "Office rent".
  6. Set the country. It decides which transfer types are available and fills in the phone country code.
  7. Add contact details if you have them: mobile numbers, emails, city/district, street/building. The address is often needed for SWIFT transfers.
  8. Click Add Partner.

Add a payment method

Open the partner, go to the Payment Methods tab and click Add payment method. Choose Local, SWIFT or Internal and enter the account details. For SWIFT, also choose who pays the fees (SHA, OUR or BEN). When you add a local IBAN, SiFi fetches the account holder name from the bank.

If it doesn't match the partner name you entered, you'll see a mismatch flag. The flag is for information only: you can still send, but check the details with your partner first, because a name that doesn't match the bank's record is a common reason for rejected transfers.

Separately, a payment method fails verification if the account holder name doesn't match the bank's record or the IBAN can't be verified, and you can't send a transfer until the method is Active. 

The partner profile

The profile shows a completion percentage and the tabs Overview, Payment Methods and Transactions. A complete profile (contact details, address, at least one active payment method) means fewer failed transfers and faster approvals.

Common questions

  • Is there a limit on partners? No.
  • Can I add a partner without a bank account? Yes; add payment details later.
  • I already have saved beneficiaries. Move them to Partner Hub; see the migration guide.

Need help? support@sifi.sa