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Integrated Bill Pay: Managing Payees
Integrated Bill Pay
Creating a Payee
Using Bill Pay can save you time with payee profiles for the companies or
people you pay regular bills to. Whether it’s a one-time payment or a frequent
occurrence, managing your payees lets you pay your bills on time in just
a few clicks.
Managing Payees
In the
Transactions
tab, click
Bill Payment
.
1.
Use the “Advanced” drop-down and choose “Add a Payee.”
2.
Enter the new payee’s name and add an optional nickname.
3.
Choose the type of payee to create using the “Payee Type” drop-down.
4.
Enter the payee’s street address, city and zip code and choose the state using
the “State” drop-down.
5.
Enter the payee’s area code and phone number.
6.
Enter the payee’s account number.
7.
Click the
Save
button when you are finished.
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