GRBonline Bill Pay User Guide

Transcription

1 GRBonline Bill Pay User Guide

2 3 Log-In 4-7 Adding a New Payee 8-10 Make Multiple Payments Make a Single Payment 13 Helpful Hints

3 Log-in 1. Log-in to GRBonline 2. Click on Bill Payment 3. You will be brought to the Bill Pay home screen

4 Adding a New Payee 1. Click on Add Payee 2. The screen will default to the electronic payee. You can search to see if your payee accepts electronic payments. Type in the information about your payee in the fields and click search. * The address is important to finding your payee in the database. You are most likely to find a match if you use the billing address on your statement.

5 Adding a New Payee Payee is found 3. The payee type will now display as Electronic. If this is the correct payee, click Submit. Payee is NOT found 3. A message will display at the bottom. There were no matching electronic payees found. Refine your search criteria or press the Add Check Payee button to setup this payee to be paid by check. 3. Click on Add Check Payee, complete the fields and click Submit.

6 Adding a New Payee 4. For any new payee setup, the bank is required to perform an additional verification step to verify your identity. If you have enrolled your phone number, click the Send Text button and you will receive a text message with the code. Once you have received the code, type it in the Enter the passcode field and click Submit.

7 Adding a New Payee 5. You will receive a confirmation message Successfully added Electronic Payee and the Payee will appear in the Bill Payment View Payee List.

8 Make Multiple Payments 1. Click on New Payment at the top 2. Choose Add Multiple Payments 3. Check the boxes of the payees you would like to pay

9 Make Multiple Payments 4. Complete the amount, use the drop down to choose the account from which you would like to make the payment, select the payment date, then type in the memo (optional) any message you want your payee to receive with the transaction (examples are invoice #, time period, purpose, etc). Click Continue. 5. Click Confirm if the payment details are correct. Click Edit to return to the previous page to make any changes to your payment.

10 Make Multiple Payments 6. Once you click Confirm, you will receive an Information Message. Go to the drop down to the right and Select Option if you would like to view, edit or delete your payment. * Please note that the Information Message is only verification that the bank received your request. If funds are not sufficient to complete the payment, you will receive an notification that the bill payment was not processed. ** Payment requests received before 9 PM EST on business days will be processed the same day, all other requests will be processed on the next business day.

11 Make a Single Payment 1. From choosing Add a Single Payment, complete the Pay from account, Payee, Payment Amount, Memo, Alert when payment is processed, Frequency, Payment Date and Payment Description. Click Submit in the lower right corner or Cancel to start again.

12 Make a Single Payment 2. You will receive an Information Message confirming the transaction. Go to the drop down to the right Select Option if you would like to view, edit or delete your payment. * Please note that the Information Message is only verification that the bank received your request. If funds are not sufficient to complete the payment, you will receive an notification that the bill payment was not processed. ** Payment requests received before 9 PM EST on business days will be processed the same day, all other requests will be processed on the next business day.

13 Helpful Hints 1. Click on History to search through your bill payment history to find a previously processed bill payment. Use the filter fields provided to narrow your search. Select the Submit button to search and the Cancel button to start again.

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