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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
When creating an invoice, you can search and select any saved recipient.

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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.