Add Payment


To add a payment, select an account from the List of Accounts by clicking the "List of Accounts" button.  Once the account has been selected from the Payments drop-down menu, select "New Scheduled Payment".  The information displayed will vary depending on how the system is configured.  Each possibility is outlined below.

 


 

Select Payee from Existing List.

 

The Select Payee boxes are displayed, which show a list of existing payees.  Select a payee by clicking the radio button displayed next to it.  Or, if no existing payees are appropriate, select "Payee was not Listed" from the bottom of the list.  (A search box may be displayed prior to the Select Payee screen.  Enter a payee here to narrow the list displayed on the Select Payee list.)  Click the "Next" button to continue.

 

The Add Scheduled Payment screen is displayed, showing the payee information on the left and the payment information on the right.  Payee information is displayed from the Select Payee box if a payee was selected.  Enter the following for any fields not containing information:

 

 

Complete the procedure by clicking the "Submit" button.

 


 

Enter Payee Information

 

The Add Scheduled Payment boxes are displayed, showing the payee information on the left, and the payment information on the right.  

 

Enter the following:

 

 

Complete the procedure by clicking the "Submit" button.