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Add or edit a recipient

Save the person or business you want to pay and verify their bank details before sending funds.

Add a recipient

  1. Sign in to Quotable Payments.

  2. Open Recipients from your account navigation.

  3. Select Add recipient.

  4. Enter the recipient profile and bank details requested on screen.

  5. Review the recipient name, country, currency, and account details.

  6. Confirm the details and save the recipient.

Verify bank details independently

Funds sent to the wrong account may be difficult or impossible to recover. Before you save or pay a recipient, verify the bank details through a trusted channel you already use. Do not rely on a new or unexpected email alone.

  • Call a known contact using a verified phone number.

  • Confirm any changed bank details separately from the message that requested the change.

  • Check the recipient name and account details against an approved invoice or contract.

  • Stop and investigate if the request appears urgent, unusual, or inconsistent.

Edit a recipient

Open the recipient from Recipients and choose the edit action shown. Treat every change to bank details as sensitive. Verify the new details before saving or making another payment.

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