Editing Recipients

1. Access the company dashboard.

2. Optionally, use the Customer Filter to search for a customer account.

3. In the company dashboard, click a customer tile to access the customer account.

4. Click the expand tile arrow on a payer tile.

5. Click the expand tile arrow on a recipient tile.

6. Click the EDIT button in the Recipient section. The Edit Recipient prompt displays.

7. Edit recipient fields in the prompt and click SAVE.

After processing, a message will appear on the bottom of the screen indicating that the Recipient was updated.