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.

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…

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