Climate First Bank Business User Help Guide

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Bill Pay Deleting a Payee

If a payee is no longer needed, you can permanently delete them. This does not erase data from any existing payments.

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In the Sidebar Menu , click Make a Payment . 1. Click on the payee you wish to delete to expand the payee. 2. Click the Edit (Desktop) or Edit Payee (Mobile) button and select “Delete Payee”. 3. Click the Yes button.

Bill Pay: Deleting a Payee