Page 24 - online quick start guide

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Payee Setup
1
The first step in paying your bills online is to set up your payees. A payee is a
person or company to which you would make a payment. Your payees will include
everyone you would normally write a check to each month, such as the utility,
mortgage, and credit card companies. You can even pay your newspaper carrier.
1 Click on ‘Payee Setup’ then click the ‘Add Payee’ button.
2 Complete all required fields in the payee information section such as payee
2 name, account number, address, and phone number.
3 For easy record keeping, you can assign a category to each payee. Click ‘Add
Category’ and type in the category name. Sample categories might include
credit cards, utilities, or insurance. It’s up to you to create whichever category
you prefer.
4 Click ‘Continue’ to move through the remainder of the payee setup process.

3 Helpful Hints
If the payee you added can send e-bills (electronic bills), you will be asked if you
would like to receive e-bills from that payee. Click ‘Yes’ and follow the additional
4 3 steps. More information about e-bills can be found on page 30.
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34769 Certegy firstMidr2 24 10/9/03, 11:53 AM