How do I add, edit and delete payees in the Mobile Banking app?
Help & Support
How do I add a new payee?
- Navigate to the ‘More’ menu at the bottom right of the app.
- Select ‘Payees.
- Tap the ‘Add Payee’ button at the top right.
- On the ‘New Payee' screen first select the payee type. It’ll either be personal or a business.
- 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.
- 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.
- Tap ‘Edit Payee Details’ to change any payee information you aren’t happy with and recheck the details.
- 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?
- Navigate to the ‘More’ menu at the bottom right of the app.
- Select ‘Payees'.
- Tap the payee you’d like to edit.
- Select ‘Edit’.
- 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.
- 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.
- Tap ‘Edit Payee Details’ to change any payee information you aren’t happy with and recheck the details.
- 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?
- Navigate to the ‘More’ menu at the bottom right of the app.
- Select ‘Payees’.
- 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.
- Your second option is to select the payee and tap ‘Delete.' Make sure to confirm.
- 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.