Bill Pay in Online Banking

From your Dashboard, click Manage Payments in the Bill Pay card. 

If the Bill Pay card isn’t visible, click Organize Dashboard and add it. 

Click the +Payee link. 

The Add payee screen appears. 

Select whether you’d like to pay a person or a company and click Next. 

If you select Pay a person: 

• You’ll need to choose whether the payee will receive their payments by check or direct deposit.

If you select Pay a company: 

• Select the company from the list of frequently used payees. 

• If the company isn’t listed, start typing their name in the Search Payee field.  When the desired payee appears, select it from the results. 

• If no results populate, click Add or Next to begin adding them manually. 

If adding a person as a payee: 

• Enter information about the person into the appropriate fields on the Add payee screen. 

• Select the Default pay from account from the drop-down list. 

• To assign a category for taxes, reporting or your own records, select the Category from the corresponding drop-down list or click Add new category. 

• Click Next. 

If adding a company as a payee: 

• Enter information about the company and/or your account in the appropriate fields. 

• To assign a category for taxes, reporting, or your own records, select the Category from the corresponding drop-down list or click Add new category. 

• Click Next or Submit. 

You may have to work through multiple screens to complete the process of adding the payee. 

The Manage payments screen appears with the newly added payee listed. 

You will also receive an email from Cape Cod 5 stating that the payee’s profile has been added.

From your Dashboard, click Manage payments* in the Bill Pay card. 

*This can only be done in Online Banking. 

Select the payee you’d like to delete. 

Click Edit payee. 

Select the I would like to delete this payee checkbox. 

Click Submit.

From your Dashboard, tap Pay. 

Tap the plus sign (+). 

Select Company or Person depending on the type of payee you are trying to pay.

 If Company is selected, enter the information that is requested and tap Submit. The information entered will be checked against an online database to determine if the company can accept electronic payments. If it can, the delivery method will be reflected as Electronic when you pay the company. Otherwise, the delivery method will appear as Check. If Person is selected, choose whether you want the payment to be sent electronically or via check. *Note* If you want the payment to be sent electronically, you will need to know the payee’s routing number and account number.

After successfully adding your payee, Payee added will display as a message. You may return to the dashboard or continue with making a payment to this payee. You will receive an email from Cape Cod 5 stating that the payee’s profile has been added.

From your Dashboard, tap Bill Pay in the main menu 

*To open the main menu, tap the menu icon  (or “hamburger” icon)  in the upper left-hand corner. 

Tap Payees at the top of your screen. 

Tap Edit in the upper right-hand corner. 

Tap Delete in the upper right-hand corner. 

Tap Ok. 

From your Dashboard, select Pay a bill. 

Click/tap the payee that you’d like to pay. 

If you are trying to pay a person and they don’t appear, please consider: 

If you’re using Online Banking, click the filter icon in the upper-right of the Pay a bill screen, select the People check-box, and click Done. 

Enter the amount of the payment and click/tap Submit. 

To change the frequency, set the send date, or add a memo/comment, click/tap More options. 

The delivery method displays below Submit. 

Click on Manage payments in the Payments card. 

Select the desired payee from the list of eligible payees in the upper-right corner of the screen. 

If your desired payee isn’t listed, they are not eligible to be set up for eBills. 

Enter the credentials you would use to access your account on for their website, and then click Accept and Submit.