Payments section of the Dashboard

The Payments section of the dashboard contains Pay a bill and Pay a person options, along with a list of recent payments.

Quick actions section of the Dashboard

Select Pay a bill from the Quick actions section of the Dashboard screen to access bill pay.

Bill pay can be accessed by selecting the Move money menu at the top of the screen and then selecting Payments.

Use these instructions to understand the process of adding a Payee.

Choose a situation.
- If using a small screen, select Payments from the slide-out menu.
- If using a larger screen with the top navigation menu, select Move money > Payments from the top menu.
In the Payees section, select the plus sign .
Complete the fields to create a payee.
The new payee appears on the Payments screen with a payee Details screen that appears when the payee is selected.

Situation	Steps
Access bills through the Move money menu.	Select Move money > Payments.
Access bills through the Quick actions section of the Dashboard.	Select Pay a bill in the Quick actions section of the dashboard.
Access bills through the Payments section of the dashboard.	Select Pay a bill from the Payments section.

Select a bill to pay.
Complete the details in the form.

TIP: If desired, you can also include a note in the Memo field for the payee to see or a note for you to reference in the Comment field. You can also select either the arrival date or the processing date for the payment. The app will inform you of which date (arrival or processing) will be selected.
If a recurring payment is desired, select the Frequency field, and then fill out the corresponding fields.
Choose an option.
- If the payment is a rush payment that requires an address to be completed, the end user selects Next.
- If the payment is not a rush payment, continue to the next step.
Select Submit.
Select OK.
If the payment requires approval, a message appears above the OK option telling the end user that approval is required before the payment will process.

Choose an option for navigating to the Payments landing page.
- Select the Move money menu from a large screen, and then select Payments.
- Select the slide-out menu on a small screen, and then select Payments.
In the Payees section, select a payee that has a Recurring label next to it.
Select a payment from the payee Details screen.
Choose a situation and follow the corresponding steps.

Situation	Steps
Delete a recurring payment	Select Delete. Confirm the decision by selecting Delete again.
Edit a recurring payment	Select Edit payment. Configure the payment details as desired.