Adding Contacts in Business Bill Pay

Adding & Managing Contacts in Business Bill Pay

After enrolling in Bill Pay, add your contacts to the Payment Center to get started making payments. Members of your team can add contacts and use Bill Pay if Bill Pay features are enabled on their User Role.

Add a Company in Business Bill Pay

  1. In Business Bill Pay, select the Add a Bill tab.
  2. Select Company, and continue.
  3. Enter the company’s details:
    • Bill Pay has a database of common service providers. Simply enter the name of the company and hit search. If the company exists in the database, you will simply be asked to provide and confirm your account number and biller zip code. For your convenience, you may also assign a nickname to the account for how it will appear on the Payment Center dashboard.
    • Select enter all the information for your bill to manually enter the company’s name, billing address, and phone number, as well as your account number. For your convenience, you may also assign a nickname to the account for how it will appear on the Payment Center dashboard.
  4. Select Add Bill.
  5. You will receive a confirmation notification and email, and the contact will be added to the Payment Center dashboard.

Add a Person in Business Bill Pay

  1. In Business Bill Pay, select the Add a Bill tab.
  2. Select Person, and continue.
  3. Enter the person’s details:
    • Bill Pay utilizes a database of publicly searchable phone numbers to match your recipient’s name and mailing address. Enter the phone number and hit search. If there is a match, confirm the information is accurate. If there is no match, you will be prompted to enter their information manually.
    • Select enter all the information for your bill to manually enter the person’s name, address, and phone number. For your convenience, you may also assign a nickname to the account for how it will appear on the Payment Center dashboard.
  4. Select Add Bill.
  5. You will receive a confirmation notification and email, and the contact will be added to the Payment Center dashboard.

Managing Contacts in Business Bill Pay

Select the Manage my Bills tab to manage, update, or delete your contacts:

    • Add an automatic payment — Schedule recurring payments.
    • Add an electronic version of my bill — enabling E-Bills allows your contact to submit your bill automatically and electronically to Bill Pay. This service may not be available if your contact does not participate in the program.
    • Set up reminders for this bill — schedule reminders to notify you when the bill is due, if bill is not paid by the due date, and when payment has been sent out.
    • Update biller information — edit or update your contact’s billing information.
    • Delete this biller — Remove the payee from the Payment Center

Organize Contacts in the Payment Center

  1. In the Payment Center tab, select Add/Manage Groups in the dashboard.
  2. To create a new group, enter a name (such as Insurance or Utilities) and select Add Group.
  3. By default your contacts will be assigned to the Undefined Billers group. Click on the drop-down to select and assign your contact to a group.

 

 

Share

Related Posts