Support Center

Add and Edit Recipients

Last Updated: Aug 04, 2016 03:03PM CDT
The Recipient is the person or company receiving a payment from a Payer. You can add, edit, and delete Recipients under Manage Recipient. If you are importing from an Excel file or integration partner, the Recipient will be created automatically - there is no need to add a Recipient manually if you will import their information.

Add Recipient

For situations where you are not importing, you can add the Recipient separately or while creating a form.


 
Create Recipient Under Manage Recipient
 
  • From the dashboard, click People>Manage Recipient
  • Select the Payer at the top
         
  • Click Add Recipient
  • Complete the Form
 
add recipient
 
  • Click Add to save the recipient information.


Edit Existing Recipient
 
  • Select the existing Recipient from the list and click Edit.
 
edit recipient
 
  • The same form view appears with the current information.
  • Change as needed and click Update.

Delete Existing Recipient
 
  • To the right of the recipients listed, click the delete button next to the recipient you wish to delete.
               
 NOTE: If you have forms submitted already for the recipient, you can not delete the recipient from the                      account.

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