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Recipient Management

Adding A Recipient


  1. In the left navigation menu, click or tap Settings then select Recipient Management. The Recipient Management page appears.
  2. On the Recipient Management page, click or tap on the Add Recipient button. The Add Recipient page appears.
  3. On the Add Recipient page, complete the Recipient Detail information. Once complete, click the Next button at the bottom of the page. The Account-New tab appears.
  4. On the Account-New tab enter Account Detail, Beneficiary Bank and Intermediary Bank information.
  5. Click or tap one of the following:
    1. Cancel to cancel the request
    2. Save Recipient to save your changes
    3. Add another account to add additional accounts to the template
  6. The new recipient will now be shown on the Recipient Management page.

Updating Existing Recipients In A Template


  1. In the left navigation menu, click or tap Settings then select Recipient Management. The Recipient Management page appears.
  2. On the Recipient Management page, click on the edit () icon.
  3. Once updates have been made click the Next button at the bottom of the page. The Recipient Detail page appears.
  4. On the Recipient Detail page you can make changes to the Account Detail and Template information.
  5. Click or tap one of the following:
    1. Cancel to cancel the request
    2. Save Recipient to save your changes
    3. Add another account to add additional accounts to the template
  6. A confirmation page will appear with the following message: "Payment Templates will be Updated. Changes made to this Recipient will update all linked Payment Templates. Do you want to save your Recipient changes and update all linked Payment Templates?"
  7. Click Save to continue and you will return to the Recipient Management page or click Cancel to return to the previous screen.

Deleting A Recipient


Use the Recipient Management page to delete a recipient.

To Delete a Recipient

  1. In the left navigation menu, click or tap Settings then select Recipient Management. The Recipient Management page appears.
  2. Click or tap the delete icon (). The Delete Recipient confirmation page appears.
  3. Click or tap Delete Recipient to delete the recipient or Cancel to cancel the request.