Manage Recipients

• To visit the Recipients section, select the tab marked "Recipients" in your Navigation Sidebar. You can also click the "+Add New" button on the Navigation sidebar to begin the recipient addition process. 

All recipients will be shown in alphabetical order.

If you've already set up the delivery method for a recipient, the delivery method will be displayed underneath the recipient's name.

In this example, we've selected "Ed's Sheds" so we can review all of this recipient's details, such as the address, funding, and contact information. 

• To delete a recipient from your account, select the recipient from your list of recipients and then click the options icon (. . .) in the upper right-hand corner. 

• Confirm that you would like to delete this recipient. Please note that removing this listing will not stop any In Progress or scheduled payments for this recipient. 
  
  To prevent scheduled payments from processing, please cancel them. If you need to stop a payment that has already been processed, please reach out to our support team.

In this example, we've made a recipient and left all of the fields blank. This listing is highlighted in yellow.

Selecting this recipient will display all available details. Since none were provided when this recipient was created, you have the option of adding them now.