How do I add or manage new payment beneficiaries?

To add a new beneficiary (payee) to your account or manage your existing beneficiaries, follow the steps below:

1) Log in to your account and click "Beneficiaries." 

There you'll find a list of your current beneficiaries and an option to "Add Beneficiary."

2) To edit an existing beneficiary

Click on the beneficiary name, then select "More."

You'll have the option to edit the details or remove the beneficiary from your account. 

3) To add a new beneficiary

Click "Add Beneficiary."

A pop-up will open giving you the option to add either "Another Beneficiary" or a "Payset Client" by using their Payset ID. 

If you are adding a non-Payset client or do not have their Payset ID, follow the steps in the video below: