This article will walk through how to add and archive a payee from your Relay account.
A payee can be any other stakeholder to whom you are trying to send funds (e.g., a vendor, employee, contractor, or a personal account of yours to which you wish to send funds).
How to add a payee
- Sign in to your Relay account.
- Navigate to the Payments tab, then select Payees from the drop-down menu.
- Click New Payee at the top-right corner of your screen.
- In the pop-up modal, fill in the necessary payee information (nickname, email address [optional], account classification, and default memo).
- Select the payee's preferred payment method (ACH, domestic wire, international wire, or check). Additional payment methods can be added later.
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Depending on the payment method selected, different fields will appear. These fields will prompt you to enter the payee's account information (i.e., account number, routing number, SWIFT code [for international wires], etc). Please be sure to confirm these details with the payee directly, to ensure that payments are sent to the right account.
- If you've entered your payee's email address, you can also opt to send a request to the payee to enter their account details themselves. For more information on this, please see Requesting payment information from payees.
- When finished, click Create Payee. You can now send payments to your payee.
- Sign in to the Relay app on your mobile device.
- Navigate to the Payments tab.
- Tap the plus (+) sign button next to Payees.
- Fill in the necessary payee information (nickname, email address [optional], and account classification), then tap Create.
- Back in the Payees section, select the payee you just created.
- Select the payee's preferred payment method (ACH, domestic wire, international wire, or check). Additional payment methods can be added later.
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Depending on the payment method selected, different fields will appear. These fields will prompt you to enter the payee's account information (i.e., account number, routing number, SWIFT code [for international wires], etc). Please be sure to confirm these details with the payee directly, to ensure that payments are sent to the right account.
- If you've entered your payee's email address, you can also opt to send a request to the payee to enter their account details themselves. For more information on this, please see Requesting payment information from payees.
- When finished, tap Update. You can now send payments to your payee.
Sending payments to your payee
You can immediately submit payments to your new payee after it's been created. You can also do this after submitting a payment information request to the payee directly, even if their information is still pending. However, the transaction will not be initiated until the payee has submitted their payment information.
For instructions on how to send payments to payees, please see the below articles:
Please note:
- Your Payee's Recipient Address for Domestic and International Wires must be a valid physical address and cannot be a PO Box.
- You can also create a payee while sending a payment. When sending a payment following the steps outlined in the articles linked above, the first step is selecting your payee. You can also create a new payee during this step if you haven't added your payee to Relay yet.
How to archive a payee
- Sign in to your Relay account.
- Navigate to the Payments tab, then select Payees from the drop-down menu.
- Click on the payee you wish to archive.
- A pop-up modal will appear on the right-hand side of your screen. Scroll down and click Edit payee.
- Another pop-up modal will appear. Here, you can either edit your payee's details then click Save, or archive your payee by scrolling down, selecting Archive, then clicking Yes.
- Sign in to the Relay app on your mobile device.
- Navigate to the Payments tab.
- Under the Payees heading, select the payee you wish to archive.
- Tap the three vertical dots at the top-right corner of your screen, then hit Delete payee. If you wish to edit your payee, tap Edit payee instead.
Will archiving a payee affect any outgoing payments that are still in progress for that payee?
No. When archiving a payee, any payments made to that payee that are still in progress will not be affected.
Can I delete a payee?
No. Payees can only be archived at this time.