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Managing recipients in Shopify Balance

A recipient is an individual or a business that you send money to from your Shopify Balance account. A recipient stores bank details and delivery methods, so you don't need to enter them again for a later transfer. After you add a recipient, you can send money to them by bank transfer or wire.

You can also save your own bank account details as a recipient and send money to yourself. If your bank isn't available on Plaid, a third-party bank connection service, then this is how you move funds from your Shopify Balance account to that bank.

You can manage recipients in your Shopify admin or in the Shopify Balance mobile app.

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Add a recipient in Shopify Balance

Before you can send money to a recipient, you need to add the recipient's details to your Shopify Balance account. Have the recipient's routing number and account number ready. If you're adding a wire account, then you also need the recipient's address.

Steps:

Desktop

  1. From your Shopify admin, go to Finance.

  2. Click More actions, and then click Recipients.

  3. Click Add.

  4. Select Individual or Business.

  5. Enter a legal name and a nickname for the recipient, and then click Save.

  6. In the Accounts section, click Add details.

  7. Select the delivery method that you want to add:

    • For a bank transfer, select Bank transfers (ACH).
    • For a wire, select U.S. domestic wires, enter the recipient's address, and then click Next.

  8. Enter the recipient's routing number and account number, and then click Add.

Shopify Balance mobile app
  1. From the Shopify Balance mobile app, tap the Now icon.
  2. Tap Settings.
  3. Tap Recipients.
  4. Tap Add recipient. If you haven't saved a recipient before, then tap Create recipient.
  5. Select Individual or Business.
  6. Enter a legal name and a nickname for the recipient.
  7. In the Payment method section, select ACH transfer or Wire transfer.
  8. Enter the recipient's routing number and account number. If you selected Wire transfer, then also enter the recipient's address.
  9. Tap Add recipient.

Edit a recipient's payment methods in Shopify Balance

A recipient can have more than one saved payment method, such as one for bank transfers and one for wires. You can add a payment method to a recipient that you've already saved, change the details of a saved payment method, or delete one that you no longer use.

Steps:

Desktop

  1. From your Shopify admin, go to Finance.

  2. Click More actions, and then click Recipients.

  3. Select the recipient that you want to change.

  4. In the Accounts section, do any of the following:

    • To add a payment method, click Add details, and then do the following:
      • Select Bank transfers (ACH) or U.S. domestic wires.
      • For a wire, enter the recipient's address, and then click Next.
      • Enter the recipient's routing number and account number, and then click Add.
    • To change a saved payment method, click the Horizontal menu icon for that account, click Edit, and then do the following:
      • For a wire, review the recipient's address, and then click Next.
      • Update the account details, and then click Save.
    • To delete a saved payment method, click the Horizontal menu icon for that account, click Delete, and then click Delete to confirm. Deleting a payment method can't be undone.
Shopify Balance mobile app
  1. From the Shopify Balance mobile app, tap the Now icon.
  2. Tap Settings.
  3. Tap Recipients.
  4. Select the recipient that you want to change.
  5. On the Recipient details screen, do any of the following:
    • To add a payment method, tap Add payment method, and then do the following:
      • In the Payment method section, select ACH transfer or Wire transfer.
      • Enter the recipient's routing number and account number. For a wire, also enter the recipient's address.
      • Tap Add method.
    • To change a saved payment method, tap that payment method, update the details, and then tap Save changes.
    • To delete a saved payment method, tap the edit icon, and then do the following:
      • Tap the minus icon for the payment method that you want to delete.
      • Tap the trash icon.
      • Tap the checkmark icon. The payment method isn't deleted until you tap the checkmark icon.

Remove a recipient from Shopify Balance

You can remove a recipient from your Shopify Balance account in your Shopify admin or in the Shopify Balance mobile app. When you remove a recipient, all payment methods associated with the recipient are also deleted.

Steps:

Desktop

  1. From your Shopify admin, go to Finance.

  2. Click More actions, and then click Recipients.

  3. Click the Delete icon for the recipient that you want to remove.

  4. Click Delete account.

Shopify Balance mobile app
  1. From the Shopify Balance mobile app, tap the Now icon.
  2. Tap Settings.
  3. Tap Recipients.
  4. Tap Delete for the recipient that you want to remove.
  5. Tap Disconnect account.