You can save recipient profiles in Mercury to streamline future payments. Recipients are shared across your account and can be added manually, invited to enter their own info, or bulk imported via CSV.
Adding a new recipient
You can add a recipient from two places in Mercury:
- Navigate to Payments > Recipients and click Create Recipient
- Start a payment via Move Money > Send Money and click Create Recipient
You'll need the recipient's legal name, address, and bank account details.
Inviting a recipient
If you don't have a recipient's banking details, you can invite them to complete their own profile securely. When creating a recipient, select Invite them to fill out their own profile and enter their name and email. From there, you can:
- Choose a default payment method, or let the recipient select their own
- Schedule a payment to send once their info is submitted
- Request tax documents (W-9 or W-8BEN)
Each recipient receives a secure link by email. You'll be notified when they complete the form.
Inviting multiple recipients via CSV
To bulk invite recipients, go to the Recipients tab under Payments and click the dropdown next to Invite recipient, then select Bulk invite with CSV. Download the template, fill in recipient names and emails, upload the file, and set payment preferences before sending.
Editing, merging, or removing recipients
From the Recipients page, you can:
- Edit — Click a recipient's name and use the Edit options next to most fields
- Merge duplicates — Select recipients using their checkboxes and click the merge icon on the action bar at the bottom of your screen to consolidate records and choose which details to keep
- Search — Use the search bar at the top of your Mercury dashboard to find recipients by name
- Filter — Use filters to locate invited recipients by status (e.g. pending invites), email, date paid, and more
Managing recipients on mobile
The Mercury mobile app supports most recipient management tasks. Tap the ⇄ icon in the bottom navigation and select Send to:
- Create recipients
- Invite recipients (iOS only)
- Edit recipients by selecting one and tapping the pencil icon
Removing recipients is not currently supported on mobile. To remove a recipient, use the web platform instead.