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36

Payments

36

Commercial

Step Two: Recipient and Amount

1.

Check the box next to the recipient’s name or type their name in the search bar.

2.

Enter the

Amount

you wish to pay the recipient. You can also include an

Addendum

.

3.

You can also add another recipient at this point and remain within your template.

Click

Add Recipient

, it will direct you to the

Add Recipient

page, and then you

will conveniently return to where you were in the payment workflow.

4.

Once you have selected the recipients and entered payment amounts for each,

click

Next

.

When using the ACH Template in the

Recipients and Amount Step, choose whether

the ACH class code is for an Individual (PPD) or

Company (CCD).