Managing recipients - Karat Help Center

Recipients Management

Recipients are stored separately so you can reuse them on future invoices. To manage recipients: Banking > Invoices > Recipients From here you can:

• View saved recipients
• Add new recipients
• Edit recipient details
• Enable automatic payment reconciliation for recipients

Recipient addresses support both US and international locations. When an international address is saved, the country name appears on the recipient’s details and on any invoices sent to them. When creating an invoice, you can search and select any saved recipient.

Automatic payment reconciliation

You can enable automatic payment reconciliation for any recipient. When enabled:

• The recipient receives a unique virtual account number for sending payments
• Payments are automatically matched to their invoices
• Invoices update to “paid” status when payments are received
• You receive email notifications when payments are processed

To enable automatic reconciliation, click on a recipient and select Enable automatic reconciliation from the More menu. Learn more about automatic invoice payment reconciliation.
Karat is a financial technology company, not a bank. Banking services provided by Grasshopper Bank, N.A., Member FDIC. The Karat Visa® Business Credit Card is issued by Cross River Bank, Member FDIC, and pursuant to a license from Visa️ USA.