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Manage Recipients

Users select Manage Recipients to add or edit bill pay recipients. From the list, swipe right on a recipient to access Edit and Remove actions. Select Add Recipient to search prefilled options, or Add Manually to enter payment information directly.

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Make a Payment

Here are the steps to making a payment.
1

Start a payment

Users select Pay Bill.
2

Choose a recipient

Previously saved recipients are listed. Users can select an existing recipient or choose Add Recipient to enter a new one.
3

Review pre-populated details

Payment details pre-populate but cannot be edited at this step.
4

Choose a source account

Users select the account to pay from.
5

Edit payment details

Users can now edit the amount, date, memo, and whether the payment is recurring. Turning on the Recurring toggle opens a Frequency selection box.
  • Frequency options: Daily, weekly, monthly, or quarterly.
  • Duration options: Until I Cancel, Until Specific Date, Set Number of Payments, or Set Dollar Amount of Payments. After a frequency is selected, the app opens the Duration menu. When Recurring is on, the selected frequency and duration appear beneath the toggle with right arrows for editing.
You can configure Frequency options for your users using the MDX API, and Duration options by contacting your MX representative.
6

Submit the payment

Users slide the arrow icon to complete the payment. On success, the screen turns green and displays the payment details: amount, source account, destination account, date, and recurrence (if applicable). Users then select Done to return to the home screen or Make Another Payment to return to the payment page.