This feature is used when there is a person (or vendor, service, etc) that you exchange transactions with regularly. Once the name is on the payee list, it will appear in the "Payor/Pay to" drop down when entering transactions.

  • Navigate to Contact > Payee tab.



Adding a Payee
  • Click "Add" to create a new payee
  • Enter payee details, as well as Contact Info
  • Click "Save" when finished.



  • Once saved, the newly created payee is now added to the list.


Editing a Payee
  • Click the requested payee.
  • Click "Edit" at the top
  • Enter/change payee details, as well as Contact Info
  • Click "Save" when finished.