How do I add and manage payees?

The fastest way to pay your vendors is to add them as a payee on your Bluevine dashboard. Then you can pay them immediately or schedule a payment.

If your payee is one of our 40,000+ pre-verified payees, you can choose them from our list. If your payee is not registered, you’ll have to input their information manually the first time you send a payment. Start here:

1. Sign in to your Bluevine dashboard
2. Navigate to Payments then Payees on the left-hand menu
3. Click Add payee on the right
   
4. Search for your payee by using the search bar or select Add payee to manually add your payee
   
   • If your payee is listed in the directory, proceed to the directory payees section below
5. If your payee isn't listed within the search field select Add as a payee
   
   
6. Choose if the payee is a business or person
   
   
7. Enter the requested information into the appropriate fields
   • Note: The payees’ bank details are required for sending ACH and wire transfers
     
8. Click Save

Adding a payee from our directory

If your payee is in our directory, follow these steps:

1. Select your payee from the list 
   
2. Enter the Payee ZIP code and Account number as it appears on your invoice or bill, and click Next
   • You can optionally enter a description for your payee before selecting Next
3. Verify their information is correct and click Save
   
   Note: To send a payment to your newly added payee, visit our support articles for How do I send an ACH payment? or How do I send a wire payment?. 

Editing your payee details

To edit a payee, follow these steps:  

1. Sign in to your Bluevine dashboard
2. Navigate to Payments then Payees on the left-hand menu
3. Find your payee by searching, or finding them on the list
4. Click the three dots icon next to the payee, then select Edit
   
   
5. Update the information fields for the payee
6. Click Save when you’re finished
   

Viewing a payee’s profile

1. Sign in to your Bluevine Dashboard
2. Navigate to Payments then Unpaid Bills, or Payees on the left-hand menu
3. Click the name of the payee you’d like to view
   
   
   

Here you’ll see a quick view of your open balance and your year-to-date (YTD) payments for your payee:

• Open balance is the total of all your unpaid bills for the payee
• YTD payments is the total of all your completed payments to the payee since the start of this year

You can pay your payee from their profile by selecting Send Payment.

To view bills and payments between you and your payee, select the Bills and Payments tabs:

• Unpaid Bills shows all unpaid, scheduled, and paid bills for your payee. Select the Bills icon next to a bill to view its details
• Scheduled & Paid shows all completed, pending, or scheduled payments between you and your payee