Baselane has updated how to manage the third party recipients you send transfers to. From the Transfers & Payments tab (in the left-hand menu), you will be able to add the transfer details for the various payment methods that we offer (ACH, Wire, Check Payment). This way, when you submit a transfer to a recipient, you'll easily be able to do it without having to input the account and transfer details each time.
How to add a recipient
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Go to the Transfers & Payments tab
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From either the 'Activity' or 'Recipients' section, select the blue 'Add recipient' button
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Add the recipient's details (name, email and if they are an individual or business). Note, it is optional to add an email for a recipient, but if you do, Baselane will notify them when a payment is processed
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Under the 'Payment details', select which payment method you would like to add the details for. Either the ACH, Wire, and/or Check details, see details for each:
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ACH: Add the account holder's name, the account and routing number, as well as the account type
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Wire: Add the account holder's name, the account and routing number, as well as the recipient's street address
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Check: Add the check recipient's name and the street address
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Once the payment method details are added, you can add the details for another payment method, or continue by selecting the blue 'Save recipient' button
How to edit or delete a recipient
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Go to the Transfers & Payments tab
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Navigate to the 'Recipients' section
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Select the arrow to the right of the recipient you would like to edit or delete:
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To edit: Select the 'Edit' button. You'll be able to edit the recipient's name, email and/or business type
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Add additional payment method details: Below the 'Payment Details' header, select the blue '+' for the payment method details you would like to add
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To delete: Select the red 'Delete' button
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How to send a transfer to a recipient
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From the 'Recipients' section of the Transfers & Payments tab, select the 'Send Money' button beside the recipient you want to transfer to
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By selecting the 'Move Money' button from either the Baselane Banking tab or the 'Activity' section of the Transfers & Payments tab
See here, for more details on sending transfers.
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