> ## Documentation Index
> Fetch the complete documentation index at: https://developers.uqpay.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Recipients (Recipient List)

> The Recipients page under Transfer > Recipients in the merchant dashboard, where you view and manage saved transfer recipients (beneficiaries): filter by type/currency/scope/name, view details, edit, delete, and add a new recipient or pay one directly from here.

## What this is

This is the recipients page under the **Transfer** module in the merchant dashboard (left nav **Transfer** → sub-item **Recipients**; the page heading reads **Recipients**, subtitle "Manage and organize your payment recipients"). Here you view and manage all saved transfer recipients (beneficiaries): filter by type, currency, scope, or name, view a recipient's bank and contact information, edit or delete it, and also add a new recipient or send a payment directly to one from this page. Use this page whenever you need to maintain your list of payees before making a transfer.

## Steps

Open the recipients list:

1. In the left nav, click **Transfer**, then click the sub-item **Recipients**.
2. The list shows all saved recipients by default; narrow it down with the filters at the top.

Filter and search:

1. **Type** filter: choose **All types / Company / Individual**.
2. **Currency** filter: select one or more currencies.
3. **Scope** filter: choose **All scopes / House Account / Clients Account**.
4. **Recipient name** search: look up a recipient by name.
5. Applied filters appear as tags under **Filtered by**; click the **x** on a tag to remove it, or **Clear all** to reset.

Add a recipient: click **Add Recipient** in the top right to open the new-recipient form (requires recipient-management permission; the button is hidden without it).

Pay a recipient: click the row's **...** menu → **Pay**, which takes that recipient directly into the New Transfer flow.

View / edit / delete a recipient:

1. Click a row (or its **...** menu → **View details**) to open the **Recipient details** panel on the right.
2. In the details panel, click **Edit**, or use **...** → **Edit recipient** to change its information (requires permission).
3. Use **...** → **Delete recipient**, then confirm in the dialog by clicking **Delete** (requires permission).

Export: the toolbar's **Export** button exports recipient reconciliation data (goes into the Reports flow). You can also check rows via the list checkboxes and click **Export selected** in the bulk-action bar.

## Fields and statuses

**List columns:**

| Column         | Meaning (merchant view)                                                                  | Notes                                                           |
| -------------- | ---------------------------------------------------------------------------------------- | --------------------------------------------------------------- |
| Recipient      | The recipient's name (nickname/company name/personal name) + an account summary below it | An internal UQPAY-transfer recipient shows "UQPAY account" here |
| Type           | Recipient type: **Business** or **Individual**                                           |                                                                 |
| Payment method | The payment rail used for this recipient                                                 | Shows **Local**, **SWIFT**, or **Card**                         |
| Currency       | The recipient's account currency                                                         | Shows "—" for an internal UQPAY-transfer recipient              |
| Bank country   | The country/region where the recipient's bank is located                                 | Shows "—" for an internal UQPAY-transfer recipient              |
| Status         | The recipient's current status, see below                                                |                                                                 |

**Recipient status:**

| Status   | Meaning                             |
| -------- | ----------------------------------- |
| Active   | The recipient is normal and usable  |
| Inactive | The recipient is currently inactive |

**Recipient details panel fields:** Recipient ID, status, recipient name, type; Bank Information (bank name, bank country, account number, routing number, SWIFT code/BIC); Payment Details (payment method, currency); Contact Information (email, phone); Timestamps (created at, updated at). The account number is masked in details (e.g. `****1234`), with a copy button next to it to copy the full value.

## Edge cases and troubleshooting

* **List shows "No recipients yet"**: this account has no recipients yet — the hint reads "Recipients will appear here once activity begins." Click **Add Recipient** to create one.
* **Filters return "No recipients match your filters"**: nothing matches the current filters — the hint reads "Try adjusting your filter criteria." Click **Clear filters** or **Clear all** and try again.
* **Can't see "Add Recipient" / "Edit recipient" / "Delete recipient"**: these actions require recipient-management permission — the buttons are hidden without it. Contact your admin or account manager to get access.
* **Deleting a recipient**: use **...** → **Delete recipient**; the dialog shows "Are you sure you want to delete this recipient?" and notes "This action cannot be undone." Confirm to delete.
* **Payment method column shows Local / SWIFT / Card**: these represent local clearing, SWIFT international wire, and card payment rails respectively.
* **A "Banking session expired" message appears at the top**: sign in again to reload real recipient data, as prompted.

## Common questions (Q\&A)

* **Q: Where do I view recipients / manage my transfer payees?** A: Left nav **Transfer** → **Recipients** opens the recipients page, showing all saved recipients where you can view, filter, edit, and delete them.
* **Q: How do I add a new recipient?** A: Click **Add Recipient** in the top right of the recipients page to open the new-recipient form. If you don't see the button, you lack recipient-management permission — ask your admin or account manager to grant it.
* **Q: How do I pay a specific recipient directly?** A: Use that row's **...** menu and select **Pay** — it takes you straight into the New Transfer flow with that recipient pre-selected.
* **Q: How do I edit or delete a recipient?** A: Use the row's **...** menu and select **Edit recipient** or **Delete recipient** (both require permission); deleting requires a confirmation step and cannot be undone.
* **Q: What statuses can a recipient have?** A: Active and Inactive.
* **Q: What do "Company" and "Individual" mean in the Type column?** A: They distinguish whether a recipient is a business entity or a personal account, chosen when the recipient was added.
* **Q: What do "Local", "SWIFT", and "Card" mean in the Payment method column?** A: They're the three payout rails — local clearing, SWIFT international wire, and card — showing which channel is used to pay that recipient.
* **Q: How do I find a recipient by currency / name?** A: Use the **Currency** multi-select filter at the top of the list, or the **Recipient name** search box.
* **Q: How do I export recipient data?** A: Click **Export** in the toolbar to export reconciliation data, or check rows and click **Export selected**.
* **Q: What does a "UQPAY account" recipient in the list mean?** A: It's a recipient set up for internal UQPAY transfers, whose Currency and Bank country columns show "—".
* **Q: Can I pay multiple recipients in bulk?** A: The recipients page itself doesn't provide a bulk-payment entry point — contact your account manager if you need bulk payment options.