Northfield Savings Bank Business Online Banking User Guide

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Recipients Recipient Overview

A recipient is any person or company that receives payments from your business. If your business uses ACH Receipt or ACH Collections, a recipient may also be a person or businesses from whom you request money. On the Recipient Management page, you can set up individual profiles for recipients. After they are created, you can include them in multiple payments or templates.

B

A

C

In the Cash Management tab, click Add/Display Payee . 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.

Recipients: Recipient Overview