Creating a payee within Bill Pay

Edited

A payee is the person or business you are sending money to, such as a utility company, credit card provider, or service vendor.

If you make regular payments to the same company, setting them up as a payee can save time and make future payments faster and easier.


How to Add a Payee

Step 1: Start Adding a Payee

  • Click Add Payee

  • On mobile, tap the menu icon, then select Add Payee


Step 2: Find Your Payee

A list of commonly used payees will appear. You can:

  • Select a payee from the list, or

  • Use the search bar to find your payee

If your payee is listed, you may be prompted to log in to your account with that company to securely connect it.


Step 3: Add a Payee Manually (if needed)

If your payee is not listed:

  • Click Add Payee at the bottom of the screen

  • Enter the payee’s information manually


Step 4: Enter Payee Details

Provide the required information, including:

  • Payee name and account details

  • Your account information with that payee

Then select the account you’d like to pay from (for example, your checking account).


Step 5: Optional Customization

You may also:

  • Add a nickname (e.g., Phone Bill)

  • Include the payee’s email address

  • Add notes in the Memo field


Step 6: Save Your Payee

  • Click Create Payee to finish

Your payee will now be saved and ready for future payments.


Helpful Tip 💡

Setting up payees ahead of time makes scheduling payments quicker and helps keep your bills organized.

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