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Commercial
Commercial: Recipient Overview
A recipient is any person or business that receives payments from your business.
Funds can be sent to or received from a recipient. After a recipient is created,
you can include them in multiple payments or templates. Each entry contains the
recipient’s contact and account information.
Recipient Overview
In the
Commercial
tab, click
Recipients
.
A.
This page is available in two view: List or Grid. Toggle between them to find
your preference.
B.
For each recipient the following information is presented:
•
Recipient’s Name
•
Number of accounts the recipient has.
•
Recipient’s email
C.
Sort out your recipients, if necessary. There are a few options depending on
if you are viewing the page in a list or a grid.
1.
In the List View, sort your recipients by Display Name, Number of
Accounts or E-Mail Address by clicking the
icon next to the specific
column.
2.
If you are using Grid View, sort your recipients in alphabetical or
reverse alphabetical order by clicking the
Sort by Link.
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J1
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J3
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List View
Grid View