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How to add, edit or delete a beneficiary?

  • Updated

Manage your transfers beneficiaries list

We made it easy to add a new beneficiary at any time. You can also edit one of your beneficiary details whenever you want.

Add a new beneficiary

You can add new beneficiary details at any time.

💻 On your web app

  1. Go to the Business Account section

  2. Go to the Transfers section

  3. Click on the black + Make a transfer in the top right corner of your screen

You will have 2 choices :

1- Upload an invoice

If you have an invoice, upload it right now!

  • The system will gather information on the invoice whenever it is possible (beneficiary / iban, amount, reference),

  • You will be able to modify any field, the account to debit, schedule a recurrence, send notification to the beneficiary, add bookeeping details.

2- I don’t have an invoice

If you don’t have an invoice, follow this steps:

  • Go to SEPA transfers in euros

  • Select New beneficiary

  • Enter beneficiary details (name / IBAN / category / beneficiary email / VAT rate and any label

  • Enter your beneficiary's information, the VAT rate and any labels, then click on Continue

  • Your new beneficiary has been added to your list!

 

☝️ Good to know: You will find your beneficiary details on the list on your right, in your Beneficiaries list. Do you want to make a transfer to this beneficiary? Save some time and select the details in just one click. The information of your beneficiary with the VAT rate and label will be automatically pre-filled. You won't have to put them again!

 

📱 On your mobile app

On your mobile app, adding a new beneficiary can be done only when making a transfer.

  1. In the Menu > Transfers section, click on the black + icon in the top right corner of your screen.

  2. Click on New beneficiary and add its details.

  3. Make your transfer. Your new beneficiary will automatically be added to your list!

Keep in mind that your team members and your accountant can also add a new beneficiary while sending you a transfer request.

 

Edit or Delete an existing beneficiary

You can edit the details of your beneficiary or delete it directly within the Transfer section when you are about to make a transfer, or from your Supplier section.

 

Edit or Delete your beneficiary from the Transfer section :

🖥️ On the web application:

  1. From the Pro Account tab, go to the Transfer section, click on Make a transfer > SEPA transfer in euros or Internal transfer in euros
  2. Select the beneficiary concerned, then click on the 3 dots icon
  3. Edit the desired information or Delete the beneficiary
  4. If you edited, the updated information will be applied to all transfers issued to this beneficiary!

📱On the mobile application:

  1. Go to the Menu > Transfers section, click on the + icon at the top right of the screen
  2. Select Add transfer details
  3. Choose Transfer in euros
  4. Choose the account to debit
  5. Swipe left on a beneficiary's name, then tap Edit or Delete
  6. If you edited, the updated information will be applied to all transfers issued to this beneficiary!

Edit or Delete your beneficiary from your Supplier section :

  1. Go to the Invoices section from left bar
  2. Under Suppliers, click on Supplier list
  3. Find your supplier and click on it, a column will open on the right
  4. On the top right part of this column, click the pen to edit
  5. Modify the information and click Edit at the bottom to save the changes

If you have set up Strong Customer Authentication on your account, you will receive a confirmation request on your associated phone.


☝️ Good to know: If you have a one-time transfer to make to one of your suppliers, you can avoid filling manually all the information of the supplier by making this payment via the Supplier invoices section. Checkout the article How does the Supplier invoices section work? to know more about it.