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Bill Pay

Enroll in Payments Using the Desktop app

Enroll in Bill Pay on the desktop app. Select “Bill pay” on the left side of the screen.(You can also select “Pay a Bill” from the Payments card on the dashboard.)

Bill Pay Signup Screenshot

Adding Payees

Mobile App

Select “Pay”, then tap the “+” to the right of “Select payee.

Bill Pay Add Payee Mobile Step 1

Select whether the new payee is a company or a person to continue.

Bill Pay Add Payee Mobile Step 2

Add a company

Enter the payee’s information to add them to the Payments system.

Bill Pay Add Payee Mobile Add Company Step 1

Add a person

Select person as the type of payee.

Bill Pay Add Payee Mobile Add Person Step 1

Select which payment method you would like to use.

Bill Pay Add Payee Mobile Add Person Step 2

Enter the payee’s information and tap “Submit”.  Here are screenshots for each method of payment.

Bill Pay Add Payee Mobile Add Person Step 3

Bill Pay Add Payee Mobile Add Person Step 4

Bill Pay Add Payee Mobile Add Person Step 5

Bill Pay Add Payee Mobile Add Person Step 6

After you submit this information, the payee will receive an email with instructions for setting up their account for receipt of the funds you are sending to them. If you select email or text as the method of payment, you will have to share the keyword created with the person receiving the funds.

 

 

Pay a Bill (company)

Select “Pay a Bill”

Bill Pay Add Payee Desktop Step 1

Select “+Add another bill”

Bill Pay Add Payee Desktop Step 2

Enter the payee’s information to add them to the bill pay system.

Pay a person

Select “Pay a person“

Bill Pay Add Payee Desktop Add Person Step 1

Select “+Add another person”

Bill Pay Add Payee Desktop Add Person Step 2

Select which payment type you would like to use.

Bill Pay Add Payee Desktop Add Person Step 3

Enter the payee’s information and tap “Submit”.  Here are screenshots for each method of payment.

Bill Pay Add Payee Desktop Add Person Step 4

Bill Pay Add Payee Desktop Add Person Step 5

Bill Pay Add Payee Desktop Add Person Step 6

Bill Pay Add Payee Desktop Add Person Step 7

After you submit this information, the payee will receive an email with instructions for setting up their account for receipt of the funds you are sending to them.  If you select email or text as the method of payment, you will have to share the keyword created with the person receiving the funds.

 

Making and scheduling payments

Mobile app

Select “Pay”.

Making and scheduling payments Mobile Step 1

Select the payee you want to pay.  Then, select the account you’d like to pay from and enter an amount. You can select “More options” to choose a date, frequency, and make a note about the payment. Then press “Submit” to schedule your payment.

Making and scheduling payments Mobile Step 2

Desktop

Select “Bill Pay” on the left side of the screen.

Select the payee you want to pay.  Then select the account you’d like to pay from, and enter an amount. You can select “More options” to choose a date, frequency, and make a note about the payment. Then press “Submit” to schedule your payment.

Making and scheduling payments Desktop Step 1

Editing payments

Mobile App

From the main menu, select “Pay”(You can also select “Pay” in each account card, or view scheduled payments in the payments card on the dashboard.)

Select the payee and find the scheduled transaction under “Payment History.” Then choose the payment you’d like to edit.

Editing payments Mobile Step 1

Select “Edit Payment” to make changes. From this screen, you have the ability to delete payments in the upper right-hand corner.

Editing payments Mobile Step 2

Desktop

Find the Bill Pay card on the dashboard and click on the scheduled payment you’d like to edit.

Editing payments Desktop Step 1

Select “Edit” to make changes. From this screen, you also have the ability to delete payments in the upper right-hand corner.

Editing payments Desktop Step 2