Pay a Person

• New drag-and-drop functionality in Calendar View.
• Enhanced search feature lets you easily find a payment by biller name, nickname, contact name, or account name.
• Biller/Person icons in your Payment History make it easy to tell different types of payments apart.
• Recurring payment indicators help you spot payment frequency at a glance.
• Pay multiple billers/payees at once.
• Set a fixed number of recurring payments in Pay a Bill.
• Use emojis in your Pay a Person memos. 😊

With this update to Pay a Bill and Pay a Person, we've had to make some changes to how alerts are set up and work:

• Pre-existing Alerts
  Any alerts you've set up before the update on October 22 will continue to be sent to you as usual. If you need to change or delete one of these old alerts, please reach out to us at 800.627.3328. We're here to help!
• Global Alerts
  You will not be able to set up payment alerts for specific billers/contacts anymore. Going forward, you can choose to turn on alerts for all billers/contacts or opt not to receive any.
• Sent and Delivered Alerts
  In Pay a Bill, you can still receive alerts for when your payment is sent, but you will no longer be able to receive alerts for when your payment is delivered. In Pay a Person, you can still receive alerts for when your payment is sent and when it is delivered.
• Alerts via Phone or Email
  When enabling alerts in Pay a Bill or Pay a Person, you will need to pick either text message or email for notifications. You won’t be able to choose both methods anymore.

1. In the Pay a Person tab, click the + button.

2. Enter the Contact's details.

3. Select the default payment delivery method for the Contact – either their mobile number or email address.

4. Select a security question to share with them so they can redeem their payment securely.

Note: The first time you send this Contact a payment, they will get a message with a link. This link takes them to the security question you created where they will need to enter the security answer you set. Once completed the Contact will enter their bank account details. Any time your send this payment to the Contact, the money will be deposited into the account that was previously entered. 

5. Click Save or Save and Pay. Save will add the Contact to your contact list. Save and Pay adds the Contact to your contact list and lets you schedule a payment.

1. Click to select the Contact(s) you’d like to pay. Then click Next.

2. Enter the amount, send date and account you’d like the money to be transferred from. Then click the gold Pay button.

3. Confirm your payment and then click Done.

1. Select the Contact(s) you’d like to pay. Then click Next.

2. Enter the amount, send date and account you’d like the money to be transferred from. Then click the box under Repeats.

3. Select how often you’d like the payment to repeat. Select Until I cancel, after a number of payments, or an end date for your recurring payment. Then click Done.

4. Click Pay.

1. Go to the Activity tab at the top of the module. Then click the three dots on the right and select Settings.

2. Select either Pay a Bill or Pay a Person.

3. Under Payment Alerts, make your selections.

Old alerts set up before October 22, 2024

Any alerts you've set up before October 22, 2024 will continue to be sent to you as usual. If you need to change or delete one of these old alerts, please reach out to us at 800.627.3328. We're here to help!