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Making a Recurring Payment
 
How to make a recurring payment:
 
1. Click on “Make Payments” under the “Payments” tab. The recurring payment setup process is the same for all three payment methods.
 
2. Click the “Recurring Payment” link below the question “Which type of payment do you want to make?”
   
3. Select the Account Category from the dropdown box. The payees within that category are automatically displayed in the “Select Payees” dropdown box.
   

4.

From the “Select Payee” dropdown box select the payee you want to pay.
   
5. Select account to pay from. Use the dropdown box to select the account from which to pay this bill.
   
6. Enter payment amount.
   
7. Select the “Frequency” that you want the payment to be paid (i.e. Weekly, Monthly).
   
8. Enter the Memo and/or Comment you wish to record for this payment. Memos are printed on check payments and generally provide information useful to the payee in posting the payment to your account. (i.e. Invoice #203, New Roof, etc.) This field holds up to 25 characters. Comments are for your information only and may be filled with any information you wish to record. This field holds up to 1,000 characters.
   
9. Click the “Next” button. Review the information you entered.
   
10. Select the first process date of the recurring payment. Then, click “Next”.
   
  Note: The process date is not the day your payee will receive payment. For check payments, please allow a minimum of five (5) business days for payment to reach your payee. For electronic payments, please allow a minimum of three (3) business days for payment to reach your payee. For further clarification on Process Date, refer to the "Key Terms and Definitions" section for "Process Date".
   
11. A “Payment Review” window appears. Click “Finish” to complete payment or “Cancel” to make changes.
   
12. If there are currently payments scheduled to any of these payees or if there has been a payment scheduled within the last fourteen (14) days to one of these payees, a message will appear. To process these payments, you must click “Yes”.

Your recurring payment is now scheduled and will continue to be paid with no action on your part.

If you want to stop the recurring payment, click on “Manage Payments” under the “Payments” tab and “Stop” the payment. All future payments will now be stopped.