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39

Transfers: Recipient Overview

Part 1 of 4: Adding a Recipient

If you are assigned the Manage Recipient right, you need to set up your recipients

before you can send payments. In order to add a recipient, you need to have

their contact and account information.

In the

Transfers

tab, click

Recipients

.

1.

Click the

Add Recipient

button.

2.

Enter the recipient’s name.

3.

Enter an ACH and Wire Name.

4.

Enter the recipient’s email address. Check the box next to “Send E-Mail

Notifications” to alert them when a payment is sent.

5.

Select the recipient’s country using the “Country” drop-down.

6.

Enter the recipient’s street address, city, state and zipcode.

7.

Click the

Next

button.

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