Adding Payees

Access Adding Payees by clicking the Setup Assistant in the Helpful Resources box on the home page.

Adding A Payee

To add a new payee, follow the instructions below:

1. From Manage Your Payees, click Add Payees link and the Payee Setup window appears.
2. Enter the person or business name and click Continue.
3. Enter the required information and click Continue; the Payee Setup Confirmation window appears.
4. Click Close; the Confirmation window is closed.

Can I pay a person or business if I don't have an account number?

Yes, you don't need an account number to make a payment.

Adding a New Category When Adding a Payee

To add a new category when adding a payee, follow the instructions below:

1. From the Category dropdown menu in the Bill Setup window, select Add/Modify Category and the Add/Modify Category window appears.
2. Enter the new category name in the Category Name field, select an Icon, and click Add; the new category appears in the listing of categories.
3. Click Continue; the category is added, and you may continue with our payee setup.