Business Bill Pay Frequently Asked Questions

How to set up a payee

The first step to making a payment is to add a payee.

Go to the “Payees” tab and select “Add a Payee.”

add a payee

How to add a company

To add a company, you will be required to input information that can be found on your most recent bill.

add a company

How to add an individual

Allow the individual to provide his/her banking information.

  • For this option, you must provide 
- The individual's email address
- A one-time keyword of your choosing
  • Share the keyword with the individual you wish to pay.
  • The individual will receive an email with a secure site link. Using the keyword you provide, the individual can log in and provide his/her bank account information. That bank account information will be securely stored and never displayed to you.
  • This is a one-time setup process. All future transactions to this individual will merely result in an email notification to the individual that you have made a deposit to the specified account.

Enter the individual's bank account information.

For this option, you must provide the recipient's:

  • Account number
  • Routing number
  • Bank account type

To complete the setup process, you will need to enter a one-time activation code. The code will be sent to you immediately via the delivery method of your choice: phone, text message or email.

Mail a check.

With this option, you will need to provide the individual's full name and complete mailing address.

add an individual

How to add a bank or credit union

First choose the account type.

Enter the requested account information, review and submit.

Now you can schedule a payment to your payee.

add a bank or credit union

How to make a payment

Before you can make a payment, you must first add the person or company you wish to pay. To learn more, visit the “How to set up a payee”section.

Once you've added a payee, go to the “Payments” tab.

You can choose to make a “Single Payment.” This is a one-time payment.

single payment

You can choose to make a “Recurring Payment.” Thisis a consistent payment that recurs on a regular basis, such as an insurance payment or an office lease.


Once you select the type of payment, choose a payee from your Payee List, or add a new payee.

Then select:

  • The account you want to pay from
  • The amount of the payment
  • The date of the payment

For Recurring Payments, you can also select the payment frequency and the series end date.

How to delegate payment tasks

Go to the “Options” tab.

Select “Manage Users.”

From there, you will see your Admin User List.

admin user list

Choose the user you want to delegate payments to and select“Permission Settings.”

This allows you to view the current permission settings for this user and to edit these settings.

Edit Permissions Menu — Payments

edit payment permissions

Schedule Bill Payments

  • Allow the user to schedule payments to any payee or to specific payees that you choose.

Schedule Email Payments

  • Allow the user to schedule payments to all email payees or to specific email payees that you choose.

Establish Payment Caps

  • Set specific payment caps for each payee, or set a payment cap that applies to all payees. The user will not be able to exceed this cap when scheduling payments.

Choose Payment Accounts

  • Determine which accounts the user can make payments from.

Select “Approve Authority” in the Edit Permissions menu to indicate that you want to approve transactions.

approve transactions 

How to make a payroll deposit

Go to the “Payments” tab.

Select “Payroll Deposits.”

If this is your first Payroll Deposit, the “Payroll Setup Wizard” will walk you through a simple, three-step process.

Step 1: Set up the payroll schedule.

setup a payroll schedule

Step 2: add employees

add a new employee

Step 3: Schedule a deposit


Once you complete the setup, you will be taken to the Payroll Deposits page.

payroll deposits

From this page you can:

  • Pay employees
  • View and edit employee information
  • Edit your payroll schedule
  • View scheduled deposits
  • View payroll history


How to setup eBill

Before setting up eBill, you must first add a payee. To learn more, visit the “How to set up a payee” section.

Once your payee is set up, you can select "set up eBill" on your bill pay dashboard.

ebill summary

Now you'll see that an “eBill sign up" window appears.You'll need to enter your login credentials for the payee's website. Once you do, click “Accept and Submit.” The eBill setup process will identify your account using the credentials you provided.

Then you will be asked to “Confirm your eBill account.” You will see the biller name, account name and your account number.

Once you've validated your account is correct, click the"Complete Setup" button, and your eBill is added.

You will then receive a confirmation email. You will also continue to receive paper statements from your payee unless you contact your payee to stop sending those statements.

When your eBill payee has been added and confirmed, you can simply select the “Pay” link under the payee's listing to schedule a payment.