How do I edit my payees?

If some of your payee information has changed, or you would like to update your payee nickname, you can edit it from within the Account Information tab in the Options window. The steps are as follows:

  • Locate the payee that needs to be updated in your list and select on its corresponding Options button.
  • Select the Account Information tab from the navigation on the left hand side of the Options window.
  • Update the information in the Account Number, Category, Nickname, and Phone fields as needed. If we don’t already have a payment relationship with the payee, you will be able to update the Address fields as well.

Note, if the Address fields are not editable, don’t worry; that just means we have a payment relationship with that payee and get payment delivery instructions directly from them.