Community Bank and Trust Personal Online Banking Guide

6

Bill Pay Bill Pay Overview.........................................................................................................74 Hiding or Unhiding Payees from Payment Screen .......................................................... 76 Hide a Payee......................................................................................................................... 76 Unhide a Payee .................................................................................................................... 76 Creating a Payee Overview ........................................................................................77 Creating a Payee: Company.......................................................................................78 For a Known Payee .............................................................................................................. 79 For an Unknown Payee ....................................................................................................... 80 Creating a Payee: Person ...........................................................................................81 Part 1 of 3: Choosing Payee and Payment Method ......................................................... 81 Part 2 of 3: Adding Payee Information.............................................................................. 82 Part 3 of 3: Keyword (Email/Text Only) and One-Time Activation Code ....................... 83 Editing a Payee ............................................................................................................84 Deleting a Payee .........................................................................................................85 Scheduling Payments .................................................................................................86 Rush Delivery...............................................................................................................87 Recurring Payments ...................................................................................................89 Editing Payments ........................................................................................................91 Skipping Payments .....................................................................................................93 Deleting Payments......................................................................................................94 Setting Up eBills ..........................................................................................................95 Adding an Account......................................................................................................96 Editing an Account ......................................................................................................97 Deleting an Account ...................................................................................................98 Editing Alerts ...............................................................................................................99 Categories................................................................................................................. 100 Editing a Category.................................................................................................... 101 Deleting a Category ................................................................................................. 102 Add a Transfer Account........................................................................................... 103 Make a Transfer ....................................................................................................... 105 GiftPay Overview...................................................................................................... 107 Creating a Recipient: Gift Check............................................................................. 108 Creating a Recipient: Donation .............................................................................. 110 Sending a Gift ........................................................................................................... 112 Sending a Donation ................................................................................................. 114 Editing a Gift or Donation Recipient ...................................................................... 116 Deleting a Gift or Donation Recipient.................................................................... 117 Editing a Pending Gift or Donation........................................................................ 119 Deleting a Pending Gift or Donation ..................................................................... 121

Made with FlippingBook Online newsletter creator