Manage Recipients
The Manage Recipients page enables you to maintain a list of recipients and payers that will be available for payments. The page is displayed by selecting the Recipients option from the Create section of the Payments menu.
A single recipient can be used for different payment types. A check mark in one of the following four columns indicates the recipient can be used for that payment type:
- ACH Domestic Recipient
- ACH International Recipient (This option is for advanced large corporate users.)
- Wire Recipient
- Ordering Customer
Working with Recipients
The following are some of the page's key features for locating and working with recipients:
- Click the Add Recipient button to create new recipients of all types.
- Click the Recipient Name link in the list of recipients to either edit the recipient's details or delete the recipient.
- Click the Export ACH Recipients button to export third parties that are defined as ACH recipients.Note: Export profiles must be defined before you can export recipients. For details, see Export profiles.
Locating Recipients
The Recipient Name field can be used to search for recipients by their name. To obtain search results based on part of the name, enter the asterisk (*) as a wildcard character, either before or after the common characters.
- Clicking the Search button applies the search for recipients by their name.
- Click the Advanced Search button to display a new page with many additional search options.
