Create Credit Union Guide to Online Banking Business Accounts

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ACH & Wire- Part 1 of 5: 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.

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In the Commercial tab, click Recipients . 1. Click the + Add 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. Select a payment type using the “Payment Type” drop-down. 5. Select the recipient’s account type using the “Account Type” drop-down. 6. Enter the recipient’s account number. 7. Enter the recipient’s ACH routing number. 8. Click the icon to edit or remove a recipient’s account information.

Recipients: Recipient Overview