In Rho, a payee is any person or business who you want to directly send money to. To add a Payee, click the Payee button from the Rho toolbar.
The Payees page is divided into two panes. The left pane lists the name of all Payees, and the right pane lists all of the accounts created for the Payees.
To create a new payee, click the Add Payee (+) button. Then, click the Get Started button from the Let’s create a new payee page.
From the Payee Details page you must specify one of the following:
- Individual Payee
Select to send money to a specific person. If selected, you must provide the payee’s legal name, email address, phone number, and mailing address.
- Business Payee
Select to send money to a specific company. If selected, you must provide the business name, contact email address, phone number, and billing address.
Once selected, the Rho application allows you to specify the details for the payee. Enter the following information, and click Continue:
- Legal Name (Individual only)
The legal name of the payee.
- Business Name (Business only)
The business name of the payee.
- Nickname (optional)
A nickname for the payee.
The email address associated with the payee.
- Phone Number
The phone number associated with the payee.
- DOB (individual only)
The date of birth of the payee.
The country where the payee resides.
The Personal Details or Business Details page is displayed. Enter the following information, and click Continue.
Enter the mailing address associated with the payee, and click Continue.
The new Payee is added to the Rho application.
- For information about linking a new domestic bank account to this payee, see Associating a domestic bank account with a payee.
- For information about linking a new international bank account to this payee, see Associating an international bank account with a payee.