How to add recipients (Professional version)?

How to add payees

1. Add a payee

1.1 Start adding

• Click Payment and select the Payees. In the upper right corner, click Add.

1.2 Enter the bank information of the payee

• Fill in the payee's bank account information.

1.3 Enter the account information of the payee

• Next, scroll down to the lower part of the page, fill in the bank account information of your payee and click Submit.

2. Add multiple payees

2.1 Start Batch Upload

• If you would like to upload multiple payees at once, you can click Batch Upload.

2.2 Download the template

• Click Download the template from the pop-up window to your own device.

2.3 Complete and upload the template

• After filling in the required details in the template, click Upload Excel on the same page to upload the filled-up template, and select Confirm to submit.

   *In the event of an upload failure, please adhere to the system's prompted instructions to rectify the error. Alternatively, please contact our customer support team at support@sunrate.com.

FAQs (Frequently Asked Questions)

1. How long does the payee review process take?

• The review of payees is handled automatically by the system and typically takes a few minutes to be completed.

2. Do I need to upload payee information every time when making payment in the future?

• No, payee information is saved permanently after the initial upload, so you will only need to upload it once.