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Business Online Banking
Setup a Template
(cont.)
1.
Select a recipient that you wish to pay. You can find recipients by typing the
name in the Search bar, or checking the name below.
2.
Once you have chosen your recipient, enter the
Amount
you wish to pay them.
You can also include an Addendum.
3.
You can also add a recipient at this point and remain within your template
workflow. Click
Add Recipient
and you will be directed to the
Add Recipient
page to enter the information, and then conveniently return to this place in the
payment workflow.
4.
If you have a batch of recipient information you can import this by clicking the
Import Amounts
button. Your information will autopopulate in the fields below.
5.
You can select recipients to pay or not pay by toggling the
Pay
button. You can
conveniently notify recipients of your payment by toggling the
Notify
button.
6.
You can choose to edit or send a memo with the payment by selecting the icons
at the end of the chosen recipient.
7.
Once you have completed the recipient(s) and payment information, click
Next
.
Step Two: Recipient and Amount