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With Bank transfers, you can choose to pay a verified payee or make an ad-hoc payment by manually entering the payee details. A verified payee is convenient when you’ll make regular bank transfer payments to the same payee and you don’t want to enter the details each time.
Each time you make an ad-hoc payment by selecting the Pay a new payee option, the payee details are not saved in your verified payee list. Instead, the payee details will appear in a dedicated tab in the payee section. From here, you can choose to review the payee details and promote to a verified payee.
Review a payee
- From the left-side menu, select Configure > Payees.
- Select the Needs review tab.
- You’ll find a list of payees that you’ve made a bank transfer to. Hover over the payee that you'd like to promote to a verified payee and select Review.
Tip: You can also remove payees by selecting the Remove payee option.
- Review the details and then select Add to verified payees.
- The payee will be added to your verified payee list and you won’t need to enter the details again next time you want to make a bank transfer.
Show images
With Bank transfers, you can choose to pay a verified payee or make an ad-hoc payment by manually entering the payee details. A verified payee is convenient when you’ll make regular bank transfer payments to the same payee and you don’t want to enter the details each time.
Each time you make an ad-hoc payment by selecting the Pay a new payee option, the payee details are not saved in your verified payee list. Instead, the payee details will appear in a dedicated tab in the payee section. From here, you can choose to review the payee details and promote to a verified payee.
Review a payee
- From the left-side menu, select Configure > Payees.
- Select the Needs review tab.
- You’ll find a list of payees that you’ve made a bank transfer to. Hover over the payee that you'd like to promote to a verified payee and select Review.
- Review the details and then select Add to verified payees.
- The payee will be added to your verified payee list and you won’t need to enter the details again next time you want to make a bank transfer.