Managing recipients in Payments - Karat Help Center

Recipients

The Recipients tab on the Payments dashboard shows everyone you’ve added as a payee, along with the payout method they’ve chosen and how much you’ve paid them. To open it: Banking > Payments > Recipients

Recipients table

Each row shows:

• Name — the recipient’s display name and email
• Payment method — the payout method the recipient is currently set up to receive
• Total Payments (YTD) — the total amount you’ve paid them this calendar year
• Status — where the recipient is in onboarding (for example, Active or Recipient action needed)

Payment method values

The Payment method column reflects the recipient’s saved payout method. Possible values:

• ACH — domestic ACH bank transfer
• Bank Wire — domestic wire
• SWIFT Wire Transfer — international SWIFT wire
• Karat — paid into a Karat account
• PayPal
• International Bank Transfer — local bank transfer in the recipient’s country
• Crypto — crypto wallet payout
• — — no payout method on file yet

A recipient won’t have a payment method until they finish onboarding and select one. New recipients show a dash until they complete that step.

Filtering recipients

Use the filter bar above the table to narrow the list. You can combine multiple filters at once:

• Search — find a recipient by name, nickname, or email.
• Status — show recipients in one or more onboarding states ( Created, Active, Recipient action needed, Pending, Approved).
• Payment method — show only recipients on the methods you choose. Select No payment method to find recipients who still need to complete payout setup.

Active filters appear as pills above the table. Click the x on any pill to remove that filter.

Filter by No payment method to find recipients who haven’t finished onboarding, then resend their invitation so payments aren’t held up.

Exporting recipients

Click Export above the table to download a CSV of the recipients currently matching your filters. The export respects the search term, status filters, and payment method filters you have applied. Each row in the CSV includes the recipient’s name, email, status, payment method, year-to-date completed payments, lifetime completed payments, tax collection setting, and an onboarding link you can share if they haven’t accepted yet. You can also include the recipient’s tax forms (W-9 or W-8) as PDFs in the export by checking Include tax forms before downloading.