Partner Hub
SiFi Partner Migration Guide: Moving Beneficiaries to Partner Hub
Welcome to the Partner Hub migration guide! This article explains how you can quickly convert your saved beneficiaries into full Partner profiles in SiFi. Overview What is changing? To make paying, managing, and tracking your business contacts ...
Payment failed or returned? Troubleshooting
Use this guide when a payment doesn't go through as expected. A payment failed or was returned Reason What to do Insufficient funds Check your SiFi balance and try again. Name doesn't match the bank's records Ask the partner for their exact legal ...
FAQ - Partner Payments
What is a partner? Anyone your company pays: a supplier, contractor, landlord or service provider. Save them once and pay them again any time. What's the difference between partners and beneficiaries? Beneficiaries store a name and IBAN for basic ...
Migrating your existing beneficiaries as partners
If your company already pays suppliers today, you don't have to start from scratch. The first time you open Partner Payments, SiFi lets you migrate your existing payees as partners. Partners include everything a beneficiary stores, with additional ...
Who can use Partner Hub (roles and permissions)
What you can do in Partner Hub depends on your SiFi role. Role Add / edit partners and payment methods Create payments Pay (release) payments System Admin Yes Yes Yes Authorized User Yes Yes Yes Finance Manager Yes Yes Yes Accountant Yes Yes Yes ...
Get started with Partner Hub
Partner Hub is where you pay the people and businesses your company works with: suppliers, contractors, landlords, agencies and more. Save each one as a partner once, then pay them again without re-entering details. Who can do this: System Admin, ...
Payment statuses explained
Every payment moves through these statuses from the moment you create it until it reaches your partner. Status What it means Draft Created but not submitted. You can still edit or delete it. Pending approval Waiting for approval. With multi-step ...
Approvals & payment policies
To keep spending under control, your company can require that payments are approved before they are sent. This article explains how approvals work — whether you're sending or approving. 💡 Who this applies to: Anyone with the Make payments permission ...
Send a payment to a partner
Once a partner has an active payment method, paying them takes under a minute. 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 ...
Pay from an invoice
Already have a bill to pay? Upload the invoice and SiFi reads it for you — pulling out the partner, amount, and payment details automatically — then drafts a payment for you to review. No re-typing. 💡 Who can do this: Anyone with the Make payments ...
Managing beneficiaries & IBANs
A beneficiary is the bank account behind a partner's payment method — the IBAN or account you actually pay. This article covers keeping those details accurate. View a partner's accounts Open a partner to see all their saved payment methods, each with ...
Activate and verify a payment method
Before the first payment to a new account, SiFi checks the account details. This protects you from fraud, wrong-account payments and failed transfers. What SiFi checks Transfer type What's checked How long Local IBAN IBAN format; the account holder ...
Pay another SiFi account (internal transfer)
An internal transfer moves money from your SiFi account to another SiFi account. If your partner also uses SiFi, it's the quickest way to pay them. The money stays inside SiFi, so it arrives instantly at no cost. Who can do this: System Admin, ...
Payment methods: local, SiFi and SWIFT
A payment method is how money reaches a partner. A partner can have more than one; you choose which to use each time. Method Use it when Cost Arrives Internal (SiFi) Your partner also uses SiFi Free Instantly Local Your partner banks in Saudi Arabia ...
IBAN already registered to another partner
Duplicate partners make reporting messy and can lead to paying the same supplier twice. SiFi stops most duplicates for you. How SiFi catches duplicates When you save a payment method, SiFi checks it against your existing partners. If the IBAN already ...
Delete a partner
If you no longer need a partner, you can delete them. Think first about whether you might pay them again. Steps Go to Payments → Partner Hub. Click ⋮ in the partner's row (or on the partner's profile) and select Delete partner. Click Delete to ...
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 ...
Edit a partner's details
Update a partner's name, alias, country and contact details at any time, for example when a supplier changes email or you want a clearer nickname. Edit a partner Open Payments → Partner Hub. Either click ⋯ in the Action column and choose Update, or ...