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.