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Step Two: Recipient and Amount
Create a Template
1.
Select a recipient that you wish to pay. Check mark the box next to the recipient’s
name or type their name in the search bar.
2.
Once you have chosen your recipient, enter the
Amount
you wish to pay them.
You can also include an
Addendum
.
3.
You can another add a recipient at this point and remain within your template
workflow. Click
Add Recipient
to be directed to the
Add Recipient
page and
then conveniently return to the payment workflow.
4.
Once you have selected the recipients and entered payment for each one, 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 (PPD).
Commercial