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26

A recipient is any person or business with whom your business may exchange funds.

You can send or receive payments from a recipient. After a recipient is created, you can

include them in multiple payments or templates simultaneously. Each recipient entry

contains the recipients contact and account information.

To Add a Recipient:

Transactions

Recipients

Click on the

Transactions

tab, then click on

Recipients

.

1.

Click the

Add Recipient

button on the right.

2.

Fill out the required information regarding the recipient. Fields marked with an

asterisk are required fields.

For ACH Recipient’s, please enter the name of the person or company

in the Recipient’s ACH Name field.

For Wire Recipients, please enter the name of the person or company

in the Recipient’s Wire Name field.

3.

Click the

Next

button on the right. A new tab will appear called “Account New”.