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How to add and manage your payees

Add your business recipients

Add your business recipients

Step 1: Start adding your business recipients

  1. Tap Payments > Send > + Add a recipient OR under Recipients > + Pay someone new

  2. Choose to pay a business, and choose whether you're sending a domestic or an international payment

Step 2: Choose how to add their details

  • Add 'account holder name' as a new recipient. If you tap on this option, you'll need to manually enter the account holder name, sort code, account number, and display name.

  • Add a 'Verified recipient'. If the recipient is verified, their details will appear automatically.

  • Add via 'Name matches from Companies House'. If you find your recipeient in the Companies House list, you can add them automatically.

Step 3: Confirm

Once you've done this:

  1. Tap Add recipient

  2. Tap Approve this recipient > authorise

Add a personal recipient

Add a personal recipient

  1. Tap Payments > Send > + Add a recipient OR under Recipients > + Pay someone new

  2. Choose to pay a personal recipient, and choose whether you're sending a domestic or an international payment

  3. Add their account holder name, sort code, account number, and display name

Manage your recipients

Manage your recipients

  1. Tap Payments > Send

  2. Under Recipients tap + View all

Then tap on a specific recipient to:

  • Delete your recipient

  • Set your recipient display name

  • Add your recipient to favourites

  • View any transactions you've sent with a date range

Within this +View all menu, you can also:

  • Filter your recipients via favourites, domestic, or international

  • Sort your recipients alphabetically or via your recent search