Bill Payer Step-by-Step Instructions

1: Add a Payee

1. From the Payments drop down menu – select Add a Payee
2. On the left – choose whether you are adding a bill, a person, a charity, or a gift recipient

1– Adding a Bill

1. Choose whether the bill is for a company, an individual, or a bank or credit union
2. Follow the prompts until finished
3. Choose from the “What would you like to do next?” options

2– Adding a Person

1. Enter the Payee’s Name, phone number, and e-mail address and click Next
2. Enter a Keyword (you will need to give this keyword to your payee)
3. Click on Submit a Person
4. Click on Activate Payee Now and choose the method to receive the activation code and click on Request Code Now
5. When you receive the activation code enter it in the “Enter Activation Code” box
6. Choose from the “What would you like to do next?” options
7. The payee will receive an e-mail requiring him/her to confirm the keyword and will enter his/her bank account information to complete the transaction

2: Pay Bills

1– Non-Recurring

1. From the Payments drop down menu – select Single Payment
2. On the left choose the payee(s) that you would like to pay or you can click on Add a Payee
3. Enter the amount that you would like to pay to each payee and the date that you would like the payment to be sent and click Next
4. Review the details for accuracy and click on Submit Payments

2– Recurring

1. From the Payments drop down menu – select Recurring Payment
2. Choose the payee
3. Enter the amount of the payment, the frequency that you would like the bill to be paid, and the first processing date.  Also, choose your option relating to payment falling on a holiday or a weekend and whether or not this payment has an end date.  Click Next
4. Review for accuracy and click on Submit Payment

3: Transfers

1– Add a Transfer Account

1. From the Transfers drop down menu – select Add Transfer Account
2. Enter the requested information and click Next
3. Verify for accuracy and click on Submit Account
4. Click on Activate Account Now
5. Choose how you would like to receive the activation code and click on Request Code Now
6. When you receive the activation code enter it in the “Enter Activation Code” box
7. Choose from the “What would you like to do next?” options

2– Set up a Single Transfer or Recurring Transfer

1. From the Transfers drop down menu – select Single Transfer or Recurring Transfer
2. Follow the prompts until completed