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Quick Steps

 


Payee Setup

 

From the Payees window you can access the window shown below to set up your list of payees. It only takes a minute to set up new payees. Add Payee allows you to create a new payee by searching an electronic database or adding the payee manually.

Enter your payee's name and state and our database will perform a nationwide search for that payee's information.
Click here and the Add Payee Manually window (as shown below) will open allowing you to fill in the information fields yourself.

 

If you are paying a payee not listed in our database or an individual such as your baby sitter, you will need to add them manually by clicking Add Payee Manually.

Enter the fields with your payee's name, payment or billing address, phone number and enter your account number.
You must also give your payee a nickname that will help you easily identify them when scheduling payments. The nickname does not appear on the check.
When you have completed the requested information fields, click the Add Payee button and they will be added to your payee list.

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