Bill Pay Payee Management - Amazon S3 · Edit Payee Mobile (Android & iPhone) • Login to the...
Transcript of Bill Pay Payee Management - Amazon S3 · Edit Payee Mobile (Android & iPhone) • Login to the...
Personal Online BankingBill Pay – Payee Management
Bill Pay Payee Management – Table of Contents
This guide covers topics related to Bill Pay Payee Management. For quick access to a specific topic, select one of
the following:
• Identify Payment Type
• Add Payee
• Desktop
• Mobile (Android & iPhone)
• Edit Payee
• Desktop
• Mobile (Android & iPhone)
• Delete Payee
• Desktop
• Mobile (Android & iPhone)
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Personal Online BankingBill Pay – Payee Payment Types
Payment Types
Due to legal requirements, we may limit the ability to make certain types of payments. Payments to payees outside of the United States are prohibited and may not be issued under any circumstances. Additionally, the following payments are discouraged but may be scheduled at your own risk:
• Tax Payments to the IRS or any State or other Government Agency• Court-ordered payments, such as alimony or child support• Payments to insurance companies
Check Payments: If we make your payment by check, your account will be debited when the check has been cashed by the payee.
Electronic Payments: If we make your payment electronically, your account is debited on the due date selected by you.
Note: If the due date is a weekend or holiday your account will be debited the day before your selected due date.
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Personal Online BankingBill Pay – Add Payee
Add Payee (Desktop / Laptop)
• Select Bill Pay.
• Locate Add a payee.
• Enter person or business for the new payee or choose from the common payees list.• NOTE: Select payee name, if it appears
from a drop-down list, to ensure payment is sent electronically.
• Choosing from a provided payee list, enter Account number as found on your bill from the payee. • NOTE: Adding a Nickname is optional as it
will only be evident to you and not the payee.
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Add Payee Mobile (Android & iPhone)
• Login to the mobile app
• Tap Bill Pay from the bottom menu.
• Tap Payees from the top menu
• Add a person or business for the new payee.
Once you begin entering information, common
payees may appear; select from the common
payees for electronic payments.
• Tap Add.
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Personal Online BankingBill Pay – Edit Payee
Edit Payee (Desktop / Laptop)
You may edit the nickname, account number, address, and phone
number.
• Select Bill Pay.
• Locate the payee, select Options
• Locate Account Information• Make the necessary updates and select Save
Note: Some payees will not allow an address change as it is “on file” with our bill pay service. These are typically only for electronic payments, and the payee maintains the accurate address directly with the bank.
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Edit Payee Mobile (Android & iPhone)
• Login to the mobile app
• Tap Bill Pay from the bottom menu.
• Tap Payees from the top menu
• Tap the payee in question then select Edit.
• Once all changes are made select Done.
Note: Some payees will not allow an address change
as it is “on file” with our bill pay service. These are
typically only for electronic payments, and the payee
maintains the accurate address directly with the
bank.
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Personal Online BankingBill Pay – Delete Payee
Delete Payee (Desktop / Laptop)
• Select Bill Pay.
• Locate the payee, select Options
• Locate Not paying this anymore? at the bottom of the left-hand menu, and select Delete it.
• A pop-up will appear to confirm if you wish to delete payee in
question.
• Select Yes – Delete.
• NOTE: If you think you may have to pay this payee again in
the future, you may temporarily hide this payee instead by
selecting Hide it.
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Delete Payee Mobile (Android & iPhone)
• Login to the mobile app
• Tap Bill Pay from the bottom menu.
• Tap Payees from the top menu
• Tap the payee in question then select Edit.
• On the payee detail screen select Delete.
• A pop-up will appear confirming your deletion
request.
• Tap YES to confirm.
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