Question: How to add, edit or delete a beneficiary?

Answer: We made it easy to add a new beneficiary at any time. You can also edit one of your beneficiary details whenever you want.   Add a new beneficiary You can add new beneficiary details at any time.   💻 On your web app Go to the  Business Account  section Go to the  Transfers  section Click on the black  + Make a transfer  in the top right corner of your screen You will have 2 choices : 1- Upload an invoice If you have an invoice, upload it right now! The system will gather information on the invoice whenever it is possible (beneficiary / iban, amount, reference), You will be able to modify any field, the account to debit, schedule a recurrence, send notification to the beneficiary, add bookeeping details. 2- I don’t have an invoice  If you don’t have an invoice, follow this steps: Go to  SEPA transfers in euros Select  New beneficiary Enter beneficiary details (name / IBAN / category / beneficiary email / VAT rate and any label Enter your beneficiary's information, the VAT rate and any labels, then click on  Continue Your new beneficiary has been added to your list!   ☝️ Good to know: You will find your beneficiary details on the list on your right, in your  Beneficiaries list . Do you want to make a transfer to this beneficiary? Save some time and select the details in just one click. The information of your beneficiary with the VAT rate and label will be automatically pre-filled. You won't have to put them again!   📱 On your mobile app On your mobile app, adding a new beneficiary can be done only when making a transfer. In the  Menu  section, click on  Transfers , then on the black + icon in the top right corner of your screen. Click on  New beneficiary  and add its details. Make your transfer. Your new beneficiary will automatically be added to your list! Keep in mind that your team members and your accountant can also add a new beneficiary while sending you a transfer request.   Edit an existing beneficiary Do you want to edit the details of one of your beneficiaries already on your list? Just follow these steps:   On the web application: From the  Pro Account  tab, go to the  Transfer  section, click on  Make a transfer  >  SEPA transfer in euros  or  Internal transfer in euros  or  SWIFT transfer in foreign currency Select the beneficiary concerned, then click on the 3 dots icon Edit the desired information The updated information will be applied to all transfers issued to this beneficiary!   On the mobile application: Go to the  Menu  section, click on  Transfers , then on the black  +  icon in the top right corner of your screen. Select  Add transfer details Choose Transfer in euros or Transfer in foreign currencies Choose the account to debit Swipe left on a beneficiary's name, then tap  Edit Edit the desired information The updated information will be applied to all transfers issued to this beneficiary!   You can also edit a beneficiary by clicking on the  Suppliers  section under Bookkeeping in the  Advanced  section, on the left bar. Click on the beneficiary you want to edit, and then click on the little pencil that appears when you hover the card on the top right corner. 👉  Tips : If you have a one-time transfer to make to one of your suppliers, you can avoid filling manually all the information of the supplier by making this payment via the Suppliers invoice Section.   Delete a beneficiary You also have the ability to delete a beneficiary at any time from your web page or mobile application.   On the web application: From the  Pro Account  tab, go to the  Transfer  section, click on  Make a transfer  >  SEPA transfer in euros  or  Internal transfer in euros  or  SWIFT transfer in foreign currency Select the beneficiary concerned, then click on the 3 dots icon Click  Delete   On the mobile application: Go to the  Menu  section, click on  Transfers , then on the black  +  icon in the top right corner of your screen. Select  Add transfer details Choose  Transfer in euros  or  Transfer in foreign currencies Choose the account to debit Swipe left on a beneficiary's name, then tap  Delete   💡If you have set up  Strong Customer Authentication  on your account, you will receive a confirmation request on your associated phone.