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 Adding a payee from our directory
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 the Bluevine mobile app

1. Sign in to your Bluevine mobile app
2. Select Move Money on the bottom menu
3. Select Manage Payees
4. Click + Add
5. 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
6. Select if your payee is a Business or Individual at the top of the screen
7. Enter the requested information in the appropriate fields and select Next
8. Enter the payee’s bank details
   • Note: Payee bank details are optional but required for ACH and wire payments
9. Enter optional other information such as Contact full name, Contact phone number, Description, Account number with payee, and payee category
10. Select 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 from the Bluevine dashboard

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 View/Edit
    
5. Update the information fields for the payee
6. Click Save when you’re finished

Editing your payee details from the Bluevine mobile app

1. Sign in to your Bluevine mobile app
2. Select Move Money on the bottom menu
3. Select Manage Payees
4. Find your payee by searching or finding them on the list
5. Select the three dots next to which payee you’d like to edit and then select Edit Payee
6. Update the information fields for the payee and select Next
7. Update any bank details and select Next
8. Update any other Information for your payee and select Save

Viewing a payee’s profile

1. Sign in to your Bluevine Dashboard¹
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