SAMPLE - DYNAMIC (Q2) Retail User Guide

Bill Pay

Categories

Assign and organize your payees into specific groups called Categories to ensure increased convenience when paying your bills.

To Create Categories:

Click on More Options tab. 1. Click on Transactions > Bill Payment > More Options > Visit Bill Pay Site . 2. To add a category, go to the My Account tab and click the Add Category link. 3. A new window will pop up asking you to name your category. When finished, click Submit . 4. You will see on the right hand side of the screen that your category has been successfully added.

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