Manage Your Payees

 You can store and manage the contact information for payees to whom you regularly make payments. 

Add a Payee

To add a payee:

1. From the left navigation panel, click Contacts.
2. From the Contacts left navigation, click Payee.
3. From the toolbar atop the Payee screen, click Add.
4. On the Add Payee screen, in the Name field, enter the payee’s name.
5. In the Tax ID field, enter their tax ID, if needed.
6. In the Print As field, enter their name as it should display on a check.
7. From the Default Account field’s drop down, click the specific Chart of Account to which transactions must be applied on your General Ledger.
8. In the Notes field, enter any notes you want on file for the payee, if desired.
9. Complete the Contact Info section’s fields as needed.
10. In the bottom right corner, click Save.
    The system saves your payee for display in the Payor/Pay to drop-down when you enter transactions. 

Edit a Payee

To edit a payee:

1. From the left navigation panel, click Contacts.
2. From the Contacts left navigation, click Payee.
3. On the Payee screen, either double-click the payee, or single-click it, and then from the toolbar, click Edit.
4. On the Edit Payee screen, make your changes.
5. In the bottom right corner, click Save.
   The system saves your changes.

Delete a Payee

To delete a payee:

1. From the left navigation panel, click Contacts.
2. From the Contacts left navigation, click Payee.
3. On the Payee screen, single-click the payee to highlight it.
4. From the toolbar, click Delete.
   The Delete Payee message box reads: Are you sure you want to delete selected Payee?
5. Click Yes.
   The system deletes the payee.