User Management: Recipient Overview 41 Recipients Recipient Overview A recipient is any person or company that receives payments from your business. For easy access on the Recipient Management page, you can set up individual profiles for each recipient. This allows funds to be sent to or received by them easily and enables you to include them in multiple payments or templates after their profiles are created. A C B In the menu, select the Commercial tab, then click Recipients. A. The following information presents for each recipient: • Name • Email address • Number of accounts they have B. Click the icon next to the appropriate column to sort recipients by display name, number of accounts, or email address. C. Click the icon to make edits to or delete a specific recipient or view payment history.
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