--- title: How to use the payees grid? description: This article discusses how to use the Payees grid to add, edit, delete, view, and print Payee information. --- [Skip to content](https://help.themortgageoffice.com/knowledge/using-the-payees-grid#main-content) [![TMO-LO~1](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.png?width=200&height=65&name=TMO-LO~1.png)](https://www.themortgageoffice.com/) - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) Open main navigation Close main navigation - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) - [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new) [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.themortgageoffice.com/knowledge?hsLang=en) 2. [Trust Accounting](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en) 3. [Payees](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#payees) October 9, 2026 # How to use the payees grid? ## This article discusses how to use the Payees grid to add, edit, delete, view, and print Payee information. ### To use the grid: - Click on ![users](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/users.png?width=15&height=15&name=users.png) **Trust Accounts** in the left panel of The Mortgage Office®. - Click on **Payees** located in the drop-down menu. - Below is a list of available **functions** in the Payees grid: | **Button:** | **Description:** | | --- | --- | | ![add](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/add.png?width=18&height=18&name=add.png) | Click to **Add** a payee. For additional information, see [Adding payees](https://help.themortgageoffice.com/knowledge/how-a-add-a-payees?hs_preview=ZMzzeQgP-132836721155&hsLang=en). | | ![edit](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/edit.png?width=18&height=18&name=edit.png) | Click to **Edit** a payee. For additional information, see [Editing payees.](https://help.themortgageoffice.com/knowledge/how-to-edit-a-payee?hsLang=en) | | ![delete](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/delete.png?width=18&height=18&name=delete.png) | Click to **delete** a payee. For additional information, see [Deleting payees](https://help.themortgageoffice.com/knowledge/how-to-delete-a-payee?hs_preview=klAUudug-132856163104&hsLang=en). | | ![PRINT with button border outline](https://help.themortgageoffice.com/hs-fs/hubfs/PRINT%20with%20button%20border%20outline.png?width=57&height=24&name=PRINT%20with%20button%20border%20outline.png) | Click to print the ![print](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/print.png?width=16&height=16&name=print.png) **Mailing Labels** for the payees. | | ![email](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/email.png?width=22&height=22&name=email.png) | Click to send an **e-mail** to a payee. | | ![file-excel-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/file-excel-solid.png?width=18&height=18&name=file-excel-solid.png) | Click to **Export** the contents of the grid to **Microsoft Excel.** | | ![customize-grid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/customize-grid.png?width=22&height=22&name=customize-grid.png) | Click to **customize** the grid. This opens a window where you can change the display order of the grid columns and whether they are displayed or not. | | ![refresh](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/refresh.png?width=22&height=22&name=refresh.png) | Click to **refresh** the contents of the grid. | | ![FindSearch icon box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/FindSearch%20icon%20box.png?width=120&height=14&name=FindSearch%20icon%20box.png) | Use the **Find** feature to quickly search for a word(s) in the grid. Simply start typing the information you are looking for and watch the grid display only the records matching the criteria. 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