ADDING A PAYEE

Before you can schedule a payment, you must first set up the person or organization you would like to pay.

1.  From the "Payee Management" submenu, select "Add new payee" to access the following screen:

2.  Enter the following information:

• payee name (click the "view our payee list" link to browse our listing of preset payees)
• account number (click the check box if there is no account number)
• zip code
• nickname (this is how your payee will appear in your payee lists)
• payment category - optional (click here to learn how to add your own categories)

3.  Click the Continue button. The following screen will appear.

4.  If you selected a payee from the preset list, the address/phone will be prefilled. If not, you will need to enter this information.

5.  Click the "Continue" button.

6.  You will receive a confirmation message stating that your payee was successfully added.

7.  At this point you will also be presented with the following links:

• Add another payee
• Pay this payee - you will be linked to the "Make a Payment" screen
• Add payment options - use this link to make this a recurring payment
• Add e-mail notifications - you can choose to be notified when a payment is made