Treasury: Recipient Overview 29 Treasury Recipient Overview A recipient is any person or company that receives payments from your business. For easy access on the Recipient Management page, you can set up individual profiles, so funds can be sent to or received by a recipient. After they are created, so that you can include them in multiple payments or templates. A C B In the Commercial tab, click Recipients. A. The following information presents for each recipient: • Name • Email address • Number of accounts they have B. Click the icon next to the appropriate column to sort recipients by display name, number of accounts, or email address. C. Click the icon to make edits to or delete a specific recipient or view payment history.
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