User Management: Recipient Overview 42 ACH Only - Part 1 of 2: Adding a Recipient If you are assigned the Manage Recipient right, you need to set up your recipients before you can send payments. In order to add a recipient, you need their contact and account information. 1 3 2 4 5 10 6 7 8 9 11 In the menu, select the Commercial tab, then click Recipients. 1. Click the New Recipient button. 2. Enter a display name and the recipient’s email address. 3. Check the box next to Send email notifications for template payments to alert them when a payment is sent. 4. (Optional) Click the +Add Account link to add a new account. 5. Select a payment type using the Payment Type drop-down. 6. Select the recipient’s account type using the Account Type drop-down. 7. Enter the recipient’s account number. 8. (Optional) Enter the financial institution (FI). 9. Enter the recipient’s ACH routing number. 10. Click the icon to edit or remove a recipient’s account information. 11. Click the button when you are finished.
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