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

You can send payments to a recipient. After a recipient is created, you can include

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

the recipient’s contact and account information.

To Add a Recipient:

Commercial

Adding Recipients

Click on the

Recipients

tab in the

Commercial

menu.

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.

3.

Click the

Add Account

button on the

right. A new tab will appear called

Account New

.

4.

Select the

ACCOUNT TYPE

and enter

the account and routing number.

5.

If you plan to use the account with

wire transfers, you will need to enter

information for the

Beneficiary

bank

and

Intermediary

bank (if necessary).

6.

When finished, click

Create Recipient.