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How do I set up a company or person to pay?

It is easy to set up a company or person in Wells Fargo Bill Pay. You can create your own list of payees by selecting from our pre-entered list of companies, many of whom offer the convenience of electronic billing, or you can enter information for any business or person with a U.S. address, except for government agencies. It is helpful to have recent copies of your current bills available when you set up your payees, as you will be asked to verify or enter a payment address and account information.

To add a payee from the Local Payees list, see How do I Set up a company from the Local Payees list?

Step 1: If this is your first time setting up a payee, go to the Paying a new payee is easy section of the Bill Pay Overview page. Select the Pay New Payee button or select a payee name from the list of Local Payees. Go to Step 2.

Bill Pay Overview - Pay a local payee

If you are an existing Bill Pay customer, go to the Make payments to your saved payees section of the Bill Pay Overview page and select the Pay New Payee link. Go to Step 2.

Bill Pay Overview - Make payments to your saved payees


Step 2: On the Pay New Payee page, you can first add a company by typing the name of the payee in the Payee Name field.

If the payee name is found in our directory, a list of payee names automatically displays for you to select from. Continue on to Step 3.

If you can't find the payee name in the list displayed or you know you want to pay a person (friends, family, etc) or a small business (day care provider, gardener, etc), you can either:

  • Click on the Person radio button.

OR

  • Select the Add your payee manually link.
The Pay New Payee page displays for adding a person or small business manually. Skip to Step 10.

Please note: Adding your payee manually means that you will be unable to receive this payee's bill online.
Bill Pay - Pay New Payee (company) - Payee Section



Bill Pay - Pay New Payee (company) - Payee Selection List



Step 3: Select a payee name from the list and the payee name will display on the page as your selection.

Step 3a: You may then select your payee's billing address from our list of available addresses that will automatically display below the ZIP Code field.

Note: If you do not select a payee name from the directory list, payee addresses will not display under the ZIP Code field.

Bill Pay - Pay New Payee (company) - Payee Address Selection List
If you don't see your payee's billing address in the list, you may select the Add your payee manually link. Skip to Step 10.

Once you've selected a billing address from the list, the address will display as your selection. The payee's phone number, if available, will also display on the page.

Bill Pay - Pay New Payee (company) - Your Account Number


Step 4: You may now enter the account number as listed on your bill. Note the instructions below the Account Number field to help you enter your payee's account number in the proper format.

If the account number does not match one of the qualifying formats, you will be prompted to re-enter it and we will try to match it.

If you select Continue under Proceed with this account number, we will add this payee, but you will not be able to receive your bill electronically.

Note: If you don't have an account number with your payee, select I don't have an account number with this payee on the Pay New Payee page. Skip to Step 10.

Account Number Does Not Match

Step 5: You may now select Make Payment to make a payment to the payee OR save the payee and pay the bill later by selecting the Save & Pay Later button.

Selecting the Make Payment button will expand the Pay New Payee page so you may provide payment information for your new payee.

Selecting the Save & Pay Later button will allow you to:

  • Save the payee without making a payment at this time.
OR
  • Save the payee with partial information (e.g. if you don't have your bill with you) so you may complete it later.
If you selected the Make Payment button, you will need to provide payment information to make a one-time payment to your new payee at this time.

Bill Pay - Pay New Payee (company) - Payee Section

Step 6: Select a payment account from the drop down or simply keep the default account that is displayed.

Bill Pay - Pay New Payee (company) - Payment Section

Note: For certain payment accounts, you will need to accept terms and conditions. Indicate your acceptance in the window presented by clicking the Accept button.

Once you've accepted the payment account terms and conditions you can always review them again by selecting the View Terms & Conditions link on the Pay New Payee page.

Bill Pay - Terms and Conditions



Bill Pay Terms and Conditions Accepted



Step 7: Enter the Payment Amount and then the date that you'd like the payment to be sent. You can also use the calendar to select the Send On date. Follow the steps in How do I use the calendar?

Note: Today's date will default as the Send On date. The minimum number of business days that you need to allow for the payment to reach your payee is displayed next to the Deliver By date. (The number of days does not include the Send On date.)

Bill Pay - Pay New Payee (company) - Payment Section

Step 8: Select the Submit Payment button to save the payee and schedule the payment. A payment confirmation page will then be displayed.

Note: If you'd like to only save the payee and make a payment at another time, select the Save Payee Only button. Any payment information you previously entered will, however, not be saved.

If you want to provide additional optional information for your payee such as a category, you may select the Show options for Category, Memo & Notifications link and the Pay New Payee page will expand to display these fields.

To assign a default Category to this payee (e.g. household, credit card), select a category from the drop down. You can later change the category by selecting the Payees tab then selecting the Edit link in the Category column.

If you want a memo to be written on checks sent to this payee, enter it in the Memo field. If this is a Business Account, the field is called Memo/Invoice #. Memo information is only sent when the payment is made by paper check, not when it is sent electronically. You can edit the Memo for each payment as needed on the Make Payment page, or you can change the Memo when you edit the payee details.

You may also specify your notifications preferences here. Uncheck if you do not want to receive an email notification when a payment has been made.

If you would like to receive payment reminders in Bill Pay you may select the notification "Remind me when a payment due". You will be prompted to add a Typical Due Date, Reminder Frequency, Typical Amount Due, and the number of days to be reminded in advance of the due date.

Bill Pay - Pay New Payee (company) - Show options for Category, Memo & Notifications



Step 9: A Payment Confirmation page will display for the payee and payment information you submitted.

If a payee offers electronic billing, it will be marked with the eBill symbol. This means that you have the option to receive and pay eBills online for this payee.

To activate eBills, simply select the Activate eBills link. For more information go to How do I change the payment option for one of my current payees?

You may also set up automatic/recurring payments for your payee at this time by selecting Set up automatic payments. For more information, go to How do I set up an automatic payment after adding a new payee?

Depending on whether you provided complete or partial information for the payee, a Payee Added or Payee Partially Added Confirmation page will display after you select Save & Pay Later. You will also receive an email alert confirming that you saved either a completed or partial payee.

Bill Pay - Pay New Payee (company) - Payment Confirmation


For instructions on completing a partial payee, go to How do I complete a partial payee?

On the Payee Added confirmation page, a payee that offers electronic billing will be marked with the eBill symbol. This means that you have the option to receive and pay eBills online for this payee.

To activate eBills, simply select the Activate eBills link. Go to How do I change the payment option for one of my current payees?

You may also set up automatic/recurring payments for your payee at this time by selecting Set up automatic payments. For more information, go to How do I set up an automatic payment after adding a new payee?

Bill Pay - Pay New Payee (company) - Payee Added Confirmation


Step 10: If you don't find your payee in our directory or if you want to pay a person (e.g. friends, family), a small business (e.g. day care provider, gardener) select the Add Your Payee Manually link on the Pay New Payee page or the Person radio button under Who are you paying? By doing so you will be adding your payee manually which means that you will be unable to receive this bill online.

Bill Pay - Pay New Payee (person) - Payee Section


Step 10a: Next enter the payee name, address, phone number and account number if this information is not prefilled.

If you don't have an account number for this payee, check the box provided and the Your Account number field becomes grayed out to indicate that this payee does not have an account number.

If you want to update the Nickname for this payee and/ or change the Name on the Account, you can select the Show options for Nickname & Name on Account link and the Pay New Payee page expands to display the Nickname and Name on Account fields.

If you are a Business Bill Pay customer, you can click on Show options for Nickname, Name on Account & Business Name and your Business Name also displays to indicate the name that will be printed on paper check payments. To change the business name, go to How do I start paying my bills online?

Bill Pay - Pay New Payee (person) - Show options for Nickname & Name on Account


Step 11: You may now select Make Payment to make a payment to the payee OR save the payee and pay the bill later by selecting the Save & Pay Later button.

Selecting the Make Payment button will expand the Pay New Payee page so you may provide payment information for your new payee.

Selecting the Save & Pay Later button will allow you to:

  • Save the payee without making a payment at this time.
OR
  • Save the payee with partial information (e.g. if you don't have your bill with you) so you may complete it later.
After selecting the Make Payment button, you will need to provide payment information to make a one-time payment to your new payee at this time.

Bill Pay - Pay New Payee (person) - Payee Section


Step 12: Select a payment account from the drop down or simply keep the default account that is displayed.
Bill Pay - Pay New Payee (person) - Payment Section


For certain payment accounts, you will need to accept terms and conditions. Indicate your acceptance in the window presented by clicking the Accept button.

Once you've accepted the payment account terms and conditions you can always review them again by selecting the View Terms & Conditions link on the Pay New Payee page.

Bill Pay - Terms and Conditions


Bill Pay Terms and Conditions Accepted


Step 13: Enter the Payment Amount and then the date that you'd like the payment to be sent. You can also use the calendar to select the Send On date. Follow the steps in How do I use the calendar?

Note: Today's date will default as the Send On date. The minimum number of business days that you need to allow for each payment to reach your payee is displayed next to the Deliver By date. (The number of days does not include the Send On date.)

Bill Pay - Pay New Payee (person) - Payment Section


Step 13a: Select the Submit Payment button to save the payee and schedule the payment. A payment confirmation page will then be displayed.

Note: If you'd like to only save the payee and make a payment at another time, select the Save Payee Only button. Any payment information you previously entered will, however, not be saved.

Bill Pay - Pay New Payee (person) - Payment Confirmation


If you want to provide additional optional information for your payee such as a category, you may select the Show options for Category, Memo & Notifications link and the Pay New Payee screen will expand to display these fields.

If you want a memo to be written on checks sent to this payee, enter it in the Memo field. If this is a Business Account, the field is called Memo/Invoice #. Memo information is only sent when the payment is made by paper check, not when it is sent electronically. You can edit the Memo for each payment as needed on the Make Payment page, or you can change the Memo when you edit the payee details.

You may also specify your notifications preferences here. Uncheck if you do not want to receive an email notification when a payment has been made.

If you would like to receive an email notification when a paper check has been cashed, select "Email me when a payment made by paper check has been cashed".

If you would like to receive payment reminders in Bill Pay you may select the notification "Remind me when a payment due". You will be prompted to add a Typical Due Date, Reminder Frequency, Typical Amount Due, and the number of days to be reminded in advance of the due date.

Bill Pay - Pay New Payee (person) - Show Options Category, Memo & Notifications


Step 14: A Payment Confirmation page will display for the payee and payment information you submitted.

Bill Pay - Pay New Payee (person) - Payment Confirmation
Depending on whether you provided complete or partial information for the payee, a Payee Added or Payee Partially Added Confirmation page will display after you select Save & Pay Later. You will also receive an email alert confirming that you saved either a completed or partial payee.

Bill Pay - Pay New Payee (person) - Payee Added Confirmation


Bill Pay - Pay New Payee (person) - Payee Partially Added Confirmation
For instructions on completing a partial payee, go to How do I complete a partial payee?

You may also set up automatic/recurring payments for your payee at this time by selecting Set up automatic payments. For more information, go to How do I set up an automatic payment after adding a new payee?



How do I set up a company using Find New Payee?

Find New Payee allows you to search for your company payee from those in our directory.

You can view our list of popular payees in your local area, browse for payees by category or look up payees by name and zip code.



Step 1: From the Pay New Payee or Overview page select the View all local payees link or select Look up payees in our directory from the Pay New Payee page.

Bill Pay - Overview - Add Local Payee

Step 2: On the Local Payees tab, select your payee name and the Pay New Payee page will display with the payee name you selected, as well as the payee address and phone number if available.

Go to How do I set up a company or person to pay?

If you instead choose to add your payee manually, click on the Add Payee Manually link. Go to How do I set up a company or person to pay? Step 10.

Note: If a payee offers electronic billing, it will be marked with the eBill symbol. This means that you have the option to receive and pay bills online for this payee.

If you don't see your payee on the Local Payees list, you may browse our directory of payees by Category or look up your payee by name and zip code.

Bill Pay - Local Payees

Step 3: Select the Browse Payees tab and payees that begin with the letter A in all categories will display by default. You may select another letter to view other payees in all categories.

If the payee name begins with a number, you can select the 0-9 link to view the payees in our directory that begin with a number.

Bill Pay - Browse Payees

Step 4: You may narrow your search by selecting a specific category or if you only want to view payees that offer eBills, select Electronic Billers from the Display drop down list and then select the Go button. The browse results will then refresh based on your refined selections.

Step 4a: Next select your payee name from the results displayed.

If there are multiple billing addresses for your payee, they will be displayed in the results area once you've selected your payee name.

Note: If a payee offers electronic billing, it will be marked with the eBill symbol. This means that you have the option to receive and pay bills online for this payee.

Bill Pay - Browse Payees

Step 4b: Select your payee's address from the list and the payee name and address (including available phone number) will be added to the Pay New Payee page where you can then make a payment to the payee. Go to How do I set up a company or person to pay?

Note: If you can't find your payee name in the browse results, you can add the payee manually by selecting the add your payee manually link. The Pay New Payee page will display to allow you to add a person or small business manually. Go to How do I set up a company or person to pay? Step 10.

Bill Pay - Browse Payee

Bill Pay - Pay New Payee

Select the Look up Payee by Name & ZIP tab if you prefer to enter a payee name and zip code and have the system search for your payee.

Step 5: Type your payee name in the Payee Name field. As you're entering a payee name, note that the system will automatically begin to search for and display payees that match what you entered.

At this time you may also enter a zip code in the ZIP Code field and hit Enter on the keyboard or select the Go button. Go to Step 6 for more instructions.

Step 5a: Select your payee name from the search results and the directory will be searched for addresses available for your payee.

Bill Pay - Look up Payee by Name & ZIP



Step 5b: You may then select the payee address that's listed on your bill and the payee name and address (including available phone number) will be added to the Pay New Payee page where you can then make a payment to the payee. Go to How do I set up a company or person to pay?

Note: If a payee offers electronic billing, it will be marked with the eBill symbol. This means that you have the option to receive and pay bills online for this payee.
Bill Pay - Look up Payee by Name & ZIP



Bill Pay - Look up Payee by Name & ZIP



Bill Pay - Pay New Payee



Step 6: If you enter both a payee name and zip code in the search fields on the Look up Payee and ZIP tab, the system will search for payees in the directory that match the payee name and zip code you provided.

You may then select from the search results the payee name and address that match the one on your bill. Go to How do I set up a company or person to pay?

Note: If you can't find your payee name in the search results, you can add the payee manually by selecting the Add your payee manually link. The Pay New Payee page will display to allow you to add a person or small business manually. Go to How do I set up a company or person to pay? Step 10.



Bill Pay - Look up Payee by Name & ZIP

How do I complete a partial payee?

If you've saved a payee partially because you didn't have all your payee information on hand, you may complete it within 30 days. We will display a message on the Bill Pay Overview page to remind you to complete the payee information.

Step 1: To complete your partial payee, go to the Payees tab or select the Payees link in the reminder message on Overview.


Bill Pay - Overview


Step 2: Once the Payees page displays go to the New payees you've started table and select either the payee name or the Complete link in the Action column.

Note: You may delete the partial payee by selecting the Delete link.
Bill Pay - Payees


Step 3: The Pay New Payee page will then display with the partial payee information you had previously provided. You may now complete the payee information.

If the partial payee is a company in our directory, go to How do I set up a company or person to pay?

If the partial payee is a person or small business, go to How do I set up a company or person to pay? Step 10.
Bill Pay - Pay New Payee


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