How to Add/Edit/Delete Payee

Payees are the people and organisations you write cheques to. Manage them on the Payees page.

Add or edit a payee

1. Click Add Payee (or edit an existing one).
2. Enter Name and City (required), plus Contact No and Address if you like.
3. Click Save Payee.

Delete

Use the delete icon on a row, or tick several rows and use Delete Selected.

Import & export

Use Import CSV to bulk-add payees, and Export CSV to download them — see Export Payees.