Recipient information in a payment or a template
In a payment or template, recipients are displayed in the Recipient grid view. The details may vary based on the specific template or payment. For example, the option to copy a recipient payment is only available when editing a template, whereas the option to Pay or Not Pay is only available when making a payment or collection from a previously saved template.
Each view includes one or more the following fields:
| Name | Description |
|---|---|
| Name | The name of the recipient. |
| Account | The account number to use in the payment or template. |
| Amount | The amount of the payment, or the default amount for the template. |
| Currency | The currency for the wire transfer. Only appears for an international wire. |
| Addenda or Additional Wire Information |
For ACH transactions and Payroll payments, a message to include in the transaction sent to the ACH system. The addendum appears in the transaction details on the Activity Center page. It does not appear for the recipient. For domestic and international wire transfers, a message to the beneficiary or other optional wire fields can be included in the wire. |
| Notify | Notify the recipient by email when the payment is processed. A recipient email address is required to send a notification. |
|
Pay or Do Not Pay (Collect or Do Not Collect) |
Pay, or Collect from the recipient when the payment is processed. Only appears for transactions with multiple recipients. |
| Copy recipient | Copy the recipient in the payment or template. Only appears for payments with multiple recipients. |
| Edit recipient | Edit the recipient. Only appears if you have the Manage Recipients feature assigned. Any changes are permanent and affect all users. |
Note: For international wires, currency choices may vary depending on the configuration.