Contents

• Introduction
• Add a Payee while Adding a Transaction
• Add a Payee From Accounting > Payees
• Search for Payees
• Edit and Delete Payees

Introduction

Payees are people or organizations to or from whom money is directed to or from your accounts. 

You can add Payees while adding a Transaction, or from under Accounting > Payees. 

Add a Payee while Adding a Transaction

While Adding a Transaction, you can optionally select a Payee. If the Payee you are looking for is not listed, you can click Add Payee to create them. Enter their name, then click Save.

Add a Payee From Accounting > Payees

The Accounting > Payees section is dedicated to maintaining your list of Payees. 

Click Add Payee to create a new Payee record. Enter the Payee’s name, then click Save.

Once saved, the Payee will be displayed in the main list under Accounting > Payees, as well as when adding transactions under Accounting > Accounts. 

Search for Payees

You can use the Search by Name filter to find specific Payees within the list. 

Edit and Delete Payees

Each Payee can be edited or deleted. You can click the Options button (...) next to the record to access the option you need. Please keep in mind that deleted Payees cannot be restored.

Payees cannot be deleted if there are transactions associated with them. You must remove all transactions to delete the Payee.