Climate First Bank Business User Help Guide

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Bill Pay Editing a Payee

You can make changes to an existing payee at any time. This is especially beneficial if a payee’s account number or contact information changes.

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In the Sidebar Menu , click Make a Payment . 1. Click on the payee you wish to edit to expand the payee. 2. Click the Edit (Desktop) or Edit Payee (Mobile) button. 3. Make your changes and click the Save button when you are finished.

Bill Pay: Editing a Payee