Create Master Recipient
The Create Master Recipient page enables you to define the details of a new recipient so that you can use the recipient for future payments.
This page requests these basic details as a first step in creating a new recipient.
- Recipient Name
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Official name of the recipient
- Recipient Type
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Specifies how the recipient is used in the system
You can select one or more of these recipient types:
- ACH Domestic Recipient
- ACH International Recipient (advanced ACH users only)
- Wire Recipient
- Ordering Customer
Note: The combination of the recipient type, name, and account number must be unique within the corporation. The account number is entered on the next page along with other details.
After clicking Continue, the Create Master Recipient page refreshes to include fields and options appropriate for the selected recipient type.
Note: When creating a new ACH recipient during creation of an ACH payment or payment template, you can verify the information through a prenote entry.
