Enabling Peer to Peer (P2P) for a Customer

1. Once you log in after setup, you will have a new option when adding payees from the My Payees screen OR by initiating a New Transaction and choosing + Add New Payee on the Recipient screen:

   

2. Select Person To Person on the Add New Payee screen and then enter the Payee information:

   

3. When entering Payee info, you have 3 options:
   • Enter Payee’s card info or have payee enter card info into your phone.

     

   • Enter Payee’s email, and an email will be sent to payee asking them to enter their card information:

     

     

   • Enter Payee’s phone number to send them a text asking them to enter their Card information (only available if the bank offers Text Alerts):

     

     

4. Once all required information is entered by the recipient, you are ready to send money by going to New Transaction and choosing the newly created Payee from the Recipient list. You do have an option to choose how the Payee is notified of the payment:

   

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