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How to Add a Recipient for Send Money

add recipient, add payee, save recipient, Send Money recipients, manage recipients, most frequent recipients

Written by Ryan Barone

Before you can send someone a payout with Send Money, you'll add them as a recipient. Once they're added, you can quickly select them again for future payouts, whether that's another security deposit refund, an owner distribution, or a vendor payment. 🎉

Even better? Once a recipient accepts their first payout and completes their banking setup, future payouts can be sent without requiring them to re-enter their bank account information. 👏

How to Add a Recipient

  1. From your RentRedi dashboard, click ❯❯ (Expand sidebar) at the top left.

  2. Go to Send Money ➜ Payees & Recipients.

  3. Click + Add Recipient.

  4. Select the recipient type, then enter their name, email, and phone number.

  5. Click Submit.

That's it! ✅ Your new recipient is saved for future payouts.

💡 Tip: Previously used recipients appear under Most Frequent Recipients, so you can quickly select them without re-entering their information.

Manage Your Recipients

You can view and manage your saved recipients directly from the Send Money dashboard.

  • View your recipients: Click the Recipients tab to see everyone you've previously sent money to.

  • Filter by recipient type: Use the recipient type filter to narrow your list to Owners, Vendors, Tenants, or Property Managers.

  • Check setup status: Recipients are marked Pending Details until they add their bank account. Once their banking details are complete, their status changes to Ready.

  • Resend setup emails: If a recipient is still marked Pending Details, use the Resend action to send them another setup email. Setup emails are also sent again when funds arrive for them.


Need help? 💬

Contact us! RentRedi Chat Support is available 24/7! Access our Live Chat via the chat bubble in the bottom right corner of the RentRedi dashboard.

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