textured background 

Payments (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.)

screenshot where to click bill pay or pay a bill




Adding Payees

Mobile app

Desktop

Select "Pay", then tap the "+" to the right of "Select payee. 
 
adding a payee screenshot step 1

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

adding a payee screenshot step 2

Add a company

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

adding a payee screenshot step 3

Add a person

Select person as the type of payee.
 
adding a payee screenshot step 2Select which payment method you would like to use.

Person to person step 1

Enter the payee's information and tap "Submit".  Here are screenshots for each method of payment.

Screenshot of direct deposit payment

Screenshot for email payment 

Screenshot for text payment

Screenshot for check payment

 

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"

Screenshot of where to select pay a bill


Select "+Add another bill"

Pay a bill screenshot step 1

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

Pay a person

Select "Pay a person"

Screenshot showing how to select pay a person

 Select "+Add another person"

screenshot of where to click to add another person Select which payment type you would like to use.

Screenshot of how to select method of payment

Enter the payee's information and tap "Submit".  Here are screenshots for each method of payment.

Screenshot of direct deposit payment

Screenshot for email payment

Screenshot for text payment


Screenshot for check payment

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 Desktop

Select "Pay".

Screenshot for making and scheduling a payment on mobile app

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.

make payment screenshot

 

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.

payment form screenshot

Editing payments
Mobile app Desktop

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.

Edit payment step 2 screenshot

 

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

Edit payment step 3 screenshot

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

 edit payment screenshot

 

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

3rd edit payment screenshot