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 menu, click Payee.
3. From the toolbar atop the Payee screen, click Add Payee.
4. On the Add Payee panel, 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.
   Click Add Account if your COA does not display and from the Account drop-down, select the relevant COA and add a description, if desired.
8. In the Notes field, enter any notes you want on file for the payee, if desired.
9. If the payee is eligible for 1099, slide the toggle button ON.
10. Complete the Contact Info section’s fields as needed.
11. In the upper 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 menu, click Payee.
3. On the Payee screen, select the payee and click on the three dots at the end of the row and from the drop-down, click Edit.
4. On the Edit Payee screen, make your changes.
5. In the upper 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 menu, click Payee.
3. On the Payee screen, select the payee and click on the three dots at the end of the row and from the drop-down, click Delete.
   The Delete Payee message box reads: Are you sure you want to delete Payee ….?
4. Click Delete.
   The system deletes the payee.