Enroll in Payments

Mobile app

Note: Steps may vary depending on type of phone.

To enroll in Bill Pay on the mobile app, select "Pay" from the main menu and follow the prompts.

bill pay enrollment mobile app screenshot

Desktop

To enroll in Bill Pay using your desktop, select "Payments" on the left side of the screen.(You can also select "Pay a Bill" from the Payments card on the dashboard.)

bill pay enrollment screenshot

 


Adding payees

Mobile app Desktop

Select "Pay a Bill", then tap the "+" to the right of Pay. 

Payment screenshot step 1

For security, you'll be prompted to enter your password.

Payment screenshot step 2

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

Payment screenshot step 3

Add a company

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

Payment screenshot step 4

Add a person
Enter the payee's information and choose a "shared keyword." This keyword must be shared with your payee before they can enter their account information and accept your transfer.

Add a person screenshot

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 transferring to them. You will not be able to make a payment until the payee has activated their account.

Select the "Payments" tab, then select  + New Payee

desktop screen shot step 2


Select "Add a bill" or "Add a person"

desktop screen shot step two

Add a bill (company)

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

Add a person

add a person screenshotEnter the payee's information and choose a "shared keyword." This keyword must be shared with your payee before they can enter their account information and accept your transfer. After you submit this information, the payee will receive an email with instructions for setting up their account for the funds you are transferring to them. You will not be able to make a payment until the payee has activated their account.
Making and scheduling payments
Mobile app Desktop

Select "Pay".

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 "Payments" 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 "Payments." (You can also select "Pay" in each account card, or view scheduled payments in the payments card on the dashboard.)

Edit Payment Step 1 screenshot

 

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 Payments 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