From your dashboard, click on “Payers.”

Next, click on the Payer for whom you’d like to add a Recipient.

The following screen will appear, and you can click “Add New” on the Recipient’s section.

The following screen will appear, and you can enter your Recipient information. Simply click “Save” when done.

Your new Recipient will appear on the screen.

You can edit your Recipient information by clicking on the name. In this case, we’re clicking on Elliot’s Toy Shop.

The edit screen will appear. Simply enter the information you need to edit.

Click “Save” when done.

Your edited Recipient will appear again in the list of Recipients.

Good on you! You’ve added and edited a Recipient!