Business users can add ACH payment recipients during the payment flow and save them for making future payments. Business users can easily add ACH and wire account information to the same recipient to be used for both ACH payments and wire transfers. To manage ACH payment recipients in Narmi Banking, go to Settings - Recipients.
In this article:
Add an ACH Payment Recipient on Web
To add an ACH payment recipient on the web app:
Select Transfer > ACH payment > Make payment.
Select To > Add a new recipient. If there are several recipients, you may need to scroll down to see this option.
In the side panel that appears, select whether the recipient is a Person or Business, and enter the Recipient name and optional internal-only Nickname. Select Save.
Enter the recipient’s ACH and/or domestic wire information. For ACH, enter the Account number, Routing number, and Account type (Personal savings, Personal checking, Business savings, or Business checking). For wires, you will also enter the street address. Select Save.
Select Done to save the recipient.
The new recipient auto-populates the To field of the payment flow. Go to Make an ACH Payment for instructions on sending a payment.
Add an ACH Payment Recipient on Mobile
To add an ACH payment recipient on the mobile app:
Select Transfer > ACH payment.
Select Add a recipient.
In the panel that appears, select whether the recipient is a Person or Business, and enter the Recipient name and optional internal-only Nickname. Select Create recipient.
Enter the recipient’s ACH Account number, Routing number, and Account type (Personal savings, Personal checking, Business savings, or Business checking). Select Save.
The new recipient auto-populates the recipient field of the payment flow. Go to Make an ACH Payment for instructions on sending a payment.
