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Changing the Payee

Nancy Johnson

How do you change the payee organization within the Payment record in SKY? I am not finding this in the Knowledgebase.

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Comments

Alexis Fish

HI Nancy, If you are in the payment detail page you should be able to click on the link at the top and then a right hand flyout will pop out and there is a box there where you can make the change. Here is a screenshot of what it looks like in my demo system…

58a3782e0e23dac521491feba02d7557-origina

Cheryl Dabat

Is there a way to change the default? The default is contact’s primary mailing address and it should really be the payee organization address (at least for us since we don’t want a check going to a personal home address or to a contact using a fiscal sponsor, etc.)

Thanks

Cheryl