This task shows the process that an
end user would use to manage payees if your institution has enabled both the ability to delete
and to edit payees.
-
Go to the
Payments landing page.
-
Select a payee from the Payees section.
Tip: Use the Search
payees box to find payees. You can also select Filter
payees to sort the results by A-Z, Last
paid, or by payee types such as Person or
Company.
-
Select Edit.
-
Choose a situation and follow the corresponding steps.
| Situation |
Steps |
|---|
| Delete a payee |
- Select Delete.
- When asked to confirm, select Delete again.
- Select OK.
|
| Edit payee information |
- On the Edit payee screen, change the fields as
desired.
- Select Save.
|
