Set Payment Option
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To get started, please identify the payee for which you would like to set a payment option.

  1. From your navigation links, click Payee List.

    Result: The Payee List page appears.

    2.
  2. Within the Payment Options column, click the "Set up automatic" link for the corresponding payee.

    Result: The Set Payment Options page appears.

    3.
  3. From the Funding account listbox, select the funding account select an account. All future payments to this payee will be made from this account.
    4.
  4. Enter an optional memo, which will appear on check payments only.
    5.
  5. Select a payment option and provide entries that appear tied to this option.
    6.
  6. Click Save changes.

    Result: A confirmation page appears that lists the payment options for this payee.

You can visit the Payee Details page to pay or see all options currently set for this payee.