Your Guide to Bill Pay / P2P Configuration on CU*BASE

This topic explains how the bill pay and P2P configuration screens flow together. It also includes extra help topics for setup.

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Move to the section of the topic by clicking one of the links below:

  • What tool do I use to see what bill pay/P2P vendors are supported by the system?  Click here
  • What tool do I use to see what bill pay and P2P products are supported by the system? Click here
  • What tool do I use to view credit union selected bill pay and P2P products? Click here
  • What can I select on the detail screen? Click here
  • What tool do I use to configure the enrollment/marketing message and service charges? Click here
  • What tool do I use to enroll a member in bill pay or P2P? Click here

Level 1: System Supported Bill Pay/P2P Vendors

Level 1 lists the bill pay and P2P vendors supported by the system.  This tool can only be used by the Cards & Payments team.

Tool #1952 Bill Payment Vendor Configuration. (update) / Tool # 1965 View Available Bill Pay/P2P Vendors (view-only version)

Bill Pay/P2P Vendor Configuration

Level 2: System Supported Bill Pay/P2P Products

Level 2 system-supported products are built on level 1 vendors.  This tool can only be used by the Cards & Payments team. 

Bill Pay

Tool #1950 Master Bill Pay Vendor Product Config (update) / Tool #1959 View Supported Bill Pay Products (view-only version)

Master Bill Pay Product Configuration

P2P

Tool #1951 Master P2P Vendor Product Config (update) / Tool #1960 View Supported P2P Products (view-only version)

Master P2P Product Configuration

Level 3: Credit Union Selected Bill Pay/P2P Products  

At the third level, credit unions select the bill pay and P2P products they offer to members from level 2 system supported products.  

Credit Union Bill Pay

Tool #1953 CU Bill Pay Vendor Product Config / Tool #1963 View Bill Pay Products Offered

CU Bill Pay Vendor Product Config (1)

Example

Example

Credit Union P2P

Tool #1954 CU P2P Vendor Product Config / Tool #1964 View P2P Products Offered

CU P2P Vendor Product Config (1)

Enrollment/Marketing Message and Service Charges

Separate tools are used to configure the enrollment/marketing message and service charge groups for bill pay and P2P products.

Tool #1955 Bill Pay Marketing Msg and Fees Config.

Configure Bill Pay Marketing Message and Fees

Tool #1956 P2P Marketing Msg and Fees Config

Person to Person (P2P) Marketing Message and Fees

Enroll a Member

Separate access points are used to enroll a member in bill pay versus P2P

Tool #14 Member Personal Banker, then Bill Payment Enrollment

Tool #14 Member Personal Banker, then P2P Enrollment

Enrollment screen help topic (Both bill pay and P2P)