OnPoint Community Credit Union Retail Guide
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Part 1 of 4: Adding a Recipient 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 Payments & Transfers tab, click Wire Recipients . 1. Click the New Recipient button. 2. Enter the recipient’s name and 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. Enter the recipient’s account number. 6. (Optional) Enter the financial institution (FI). 7. Click the icon to edit or remove a recipient’s account information.
Wires: Recipient Overview
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