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Commercial: Recipient Overview
Part 1 of 4: Adding a Recipient
If you have the Manage Recipient right, you will need to set up your recipients
before you can send payments. You need to have the contact and account
information.
In the
Commercial
tab, click
Recipients
.
1.
Click the
Add Recipient
button.
2.
Enter the recipient’s name.
3.
Enter an ACH and/or Wire Name.
4.
Enter the recipient’s email address (optional). Check mark the box next to
Send E-Mail Notifications
to notify a recipient when a payment was sent.
5.
(Wires Only) Use the
Country
drop-down and select the recipient’s country,
6.
(Wires Only) Enter the recipient’s street address, city, state and zip.
7.
Click the
Next
button.
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