The Billers directory in CashFlow Central is a list of national and local vendors (or billers) that you can quickly and easily add to your dashboard. Billers in the directory are verified vendors that appear with a verification badge next to their name, so you can quickly identify them:
Paying through the Billers directory offers a few key benefits:
- Discovery: Easily find and pay billers.
- Faster payments: No need to collect or enter the biller details yourself! If the biller is listed in the directory, their information is saved so you can start paying them in a few simple steps.
- Security: Billers in the directory have verified delivery details on file, so you can be confident your payment is going to the right place.
This guide walks you through the following:
Adding a biller
1- Go to the Pay dashboard (left sidebar).
2- Select the Vendors tab.
3- Select Add vendor.
If your vendor list is empty, you'll find this button in the middle of the page.
4- On the Add a vendor page, start typing the biller's name. A dropdown list will appear if the biller is part of the directory.
5- Choose the correct match, and double-check the name before continuing.
6- Enter the biller's details, including a nickname to help you recognize them, your account number with this biller, and their zip code, if required.
7- Select Continue to add a bill for this biller, or Save vendor and close to finish for now.
Once added, you'll find your new biller in the Vendors tab, marked with the verification badge.
Because verified billers' preferred delivery details are already saved in the directory, scheduling a payment to them is faster: you won't need to select a delivery method.
Editing a biller
When editing a biller's details, you can only update their account number and nickname. The delivery method is set by the biller and saved in the Billers directory, so it can't be changed.
1- Go to the Pay dashboard.
2- Select the Vendors tab.
3- Find the biller you want to edit. It will be marked with the verification badge.
4- Select the three dots on the right of the biller's name.
5- From the popup menu , select Edit vendor.
6- Scroll to Vendor details and make your edits. Select Save when you're done.
You can't edit a biller's delivery method because it's verified with the biller and saved to the Billers directory. You can only edit your account number with the biller and the nickname you've given them.
That's it! You now know how to add a verified biller to your account and how to edit their details when needed.