Help & Support

How do I add, edit and delete payees in the Mobile Banking app?

How do I add a new payee?

  1. Navigate to the ‘More’ menu at the bottom right of the app.
  2. Select ‘Payees.
  3. Tap the ‘Add Payee’ button at the top right.
  4. On the ‘New Payee' screen first select the payee type. It’ll either be personal or a business.
  5. Fill in the payee’s account name, sort code and account number as well as adding a reference. You can also add a nickname for the payee. Note: The reference you enter here will always be used when you pay this person, to change it, edit the payee details.
  6. Tap ‘Check Payee Details.’ We’ll check your payee details using the CoP (Confirmation of Payee) service and tell you whether the details match, are a close match or whether they don't match at all.
  7. Tap ‘Edit Payee Details’ to change any payee information you aren’t happy with and recheck the details.
  8. Or, if you're happy with the result, tap ‘Add Payee’ and confirm using your biometrics (Fingerprint or face) or your passcode.

How can I edit or delete a payee?

  1. Navigate to the ‘More’ menu at the bottom right of the app.
  2. Select ‘Payees'.
  3. Tap the payee you’d like to edit.
  4. Select ‘Edit’.
  5. Change the payee’s account name, sort code, account number or reference. Note: The reference you enter here will always be used when you pay this person.
  6. Tap ‘Check Payee Details.’ We’ll check your payee details using the CoP (Confirmation of Payee) service and tell you whether the details match, are a close match or whether they don't match at all.
  7. Tap ‘Edit Payee Details’ to change any payee information you aren’t happy with and recheck the details.
  8. Or, if you're happy with the result, click ‘Update’ and confirm using your biometrics (Fingerprint or face) or your passcode.

How do I delete a payee?

  1. Navigate to the ‘More’ menu at the bottom right of the app.
  2. Select ‘Payees’.
  3. Your first option is to swipe left on the payee you’d like to delete. A red delete option will appear for you to tap. Make sure to confirm.
  4. Your second option is to select the payee and tap ‘Delete.' Make sure to confirm.
  5. Finally, if you’ve chosen to edit a payee, you’re also able to delete a payee from this screen at the very bottom. Make sure to confirm.

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