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1.
Choose whether the ACH class code is for an Individual (PPD) or a
Company (CCD).
2.
Select which recipient you wish to pay. You can find recipients by
typing in their name in the
Search
bar, or checking their name below.
3.
Once you have chosen your recipient, enter the
Amount
you wish to pay
them. You can also include an
Addendum
.
4.
Once you have indicated the ACH class code, recipient, and amount to be
paid, then click
Next
.
If you need to add your recipient to the system, click Add Recipient
in the top right corner. You will be able to fill out the necessary
information regarding the recipient. When you have established
your recipient’s information, you will be taken back to this page.
Additionally, if you need to edit the account details for a selected
recipient, select the menu icon to the right of the recipient and then
select edit recipient.”
Step Two: Recipient and Amount
Templates and Payments