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Saved contacts and beneficiaries

Written by Calen Support

If you pay the same suppliers or staff often, save their details once, then pick them from a list next time. It's faster, and it cuts down typo mistakes.

Here's how to add a contact

  1. Open Contacts.

  2. Add a person or a business, and enter the details they use to get paid: a bank account, mobile money, Interac, or a wallet, depending on the currency.

  3. Check the name and numbers carefully, then save.

Here's how to pay a saved contact

  1. Open Payouts, or start a payment from a wallet.

  2. Choose the saved contact, instead of typing everything again.

  3. Enter the amount, review the fees and any limits, then confirm.

If their details change, update the contact first, then send the next payment.

Good to know: Confirm a change of details with the person on a channel you already trust, not only on the email that asked you to switch account. That's a common invoice scam.

Quick tip: If a teammate leaves, have a look at saved contacts in case anything was changed just before they went.

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