How to Add, Import, Edit and Delete Customers in ChequeGuru

Saving payees in ChequeGuru means you never retype a payee name, account number, or address. The payee appears in the dropdown when issuing cheques, and their details auto-fill. For large payee lists, the Excel import saves hours of manual entry.

1. 1. Open Customers / Payees. Go to Setup → Customers / Payees.
2. 2. Add a payee manually. Click Add New. Enter the payee name, address, bank account number, and IFSC code. Click Save.
3. 3. Import from Excel (bulk). Click Import, then download the Excel template. Fill in one payee per row: name, address, account, IFSC. Save the file, then upload it. ChequeGuru validates each row and imports valid records.
4. 4. Review imported records. After import, scroll the payee list to verify records look correct. Fix any failed rows by editing manually.
5. 5. Edit a payee. Find the record in the list, click Edit, update any field, and click Save. All future cheques to this payee will use the updated details.
6. 6. Delete a payee. Select the record and click Delete. If that payee has linked cheques, you must cancel those cheques first before the payee can be deleted.
7. 7. Using saved payees. When issuing a cheque, start typing a payee name — ChequeGuru suggests matching saved payees. Select one to auto-fill all details.