Home > How to add a payee
How to add a payee
Step 1:
Navigate to ‘Payees’ on the left side navigation bar.
Step 2:
Click on the red ‘Add a new payee’ button on the right hand side of the screen.
Step 3:
Click on ‘Add’ under ‘Single payee’.
Step 4:
Choose whether you are adding your own payee or a third party payee, and if you are adding a personal bank account or business bank account.
Once you have chosen, click ‘Next’.
Step 5:
Fill in the required details, and add in a default payment reference if you wish.
Once complete, click ‘Next’.
Step 6:
Select the account information you wish to enter, and will in the required fields.
Once you have filled in all the required details, click ‘Next’.
Step 7:
Review the payee details you have entered and if you are happy to proceed, click ‘Submit’.
Step 8:
Verify your payee via Authy or SMS code.
Step 9:
All done! Your payee is now added and ready to make payments to.