Allied Payment Network Product User Guide

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Table of Contents

Enhanced Bill Pay Bill Pay Overview...........................................................................................................5 Creating a Payee .................................................................................................................... 5 Editing a Payee ..............................................................................................................7 Deleting a Payee ...........................................................................................................8 Schedule Payments ......................................................................................................9 Desktop ................................................................................................................................... 9 Mobile.................................................................................................................................... 11 Recurring Payments ...................................................................................................12 Desktop ................................................................................................................................. 12 Mobile.................................................................................................................................... 13 Rush Delivery...............................................................................................................14 Setting Up eBills ..........................................................................................................15 eBill Options ................................................................................................................16 Editing a Payment .......................................................................................................17 Deleting a Payment ....................................................................................................18 Payment History..........................................................................................................19 Picture Pay ...................................................................................................................20 Pay a Person ................................................................................................................22 Edit Pay a Person Recipient ................................................................................................ 24 Delete Pay a Person Recipient............................................................................................ 25 Send Money to a Recipient................................................................................................. 26 Transfer Between My Accounts ................................................................................28 Adding an External Account Using Plaid........................................................................... 28 Adding an External Account Manually .............................................................................. 30 Verifying an External Account ............................................................................................ 31 Deleting an External Account ............................................................................................. 32 Transfering Money............................................................................................................... 33 Change Transfer Amount.................................................................................................... 34 Canceling a Transfer............................................................................................................ 35 Send ACH Payment.....................................................................................................36 Adding an ACH Payee.......................................................................................................... 36 Creating an ACH Payment .................................................................................................. 37 Send Payroll Payment ................................................................................................38 Adding an Employee............................................................................................................ 38 Creating a Payroll Payment ................................................................................................ 39 Manage Users..............................................................................................................40 Overview ............................................................................................................................... 40 Editing a User’s Product Access and Permissions............................................................ 41 Editing a User’s Limits ......................................................................................................... 42