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The person or company to whom you are sending funds is known as the payee. A
payee can be almost any company or person you would send a check, like a utility
company, a cable TV provider or even a lawn care service. It may be convenient to set
up a payee to receive payments on a regular basis.
To Create a Payee:
Bill Pay
Create a Payee
In the
Transactions
tab, click
Bill Payment
.
1.
Select Add Payee
2.
Enter the payee name and nickname.
3.
Choose the type of payee using the “Payee Type” drop-down.
4.
Enter the payee’s street address and city.
5.
Select the state using the “State” drop-down.
6.
Enter the payee’s zip code.
7.
Enter the payee’s area code and phone number.
8.
Enter the payee’s account number.
9.
Click the
Save
or
Cancel
button when you are finished.
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