Skip to main content

How can I edit Payee Details?

Here you will learn how to edit payee details in Xace

D
Written by Daniel D

Once you have successfully added a payee, you can edit their details if needed. You can update the Account Holders' name and address, the payment reference, and the private display name.

If you need to update the core bank account details such as SCAN, IBAN, BIC/SWIFT or Intermediary, please create a new Payee.

  1. Start by going to the "Payees" tab and find the payee in question.

  2. Simply click on the "Edit" icon.

  3. Amend accordingly, and once done, click on "Confirm your Update":


    After that, all of the changes will be applied to the new payments made to this payee:



Did this answer your question?