Create Master Recipient - basic ACH

The Create Master Recipient overlay appears when you select Create New on any of the create payment pages. This version is for companies configured in their class of service for basic ACH.

Recipient Name

This recipient name cannot be edited once it has been created.

Recipient ID

An alphanumeric identifier for the recipient that can be, but is not required to be, the recipient's SSN or Tax Identification Number

Note: For tax payments, the Recipient ID must be the Tax ID.

Account Type

The account type from the list, for example Checking, Savings, or Loan

Bank ID

The bank routing number of the account

Account Number

The number of the recipient's account

Save

If you plan to use this recipient again, check this option.

To add an additional recipient, click Add Another Recipient. A blank row appears on the page for the next recipient.

To add the recipient to the recipient's area of the create payment page, click Submit.