How to add and manage your payees

Step 1: Start adding your business recipients

1. Tap Pay > Send > Recipients > +Pay someone new

2. Enter their details

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

1. Tap Sales

2. Tap Customers

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