a Quick Start Guide to learn about using

Transcription

a Quick Start Guide to learn about using
 Sending Money and Adding Contacts within Popmoney Log into Online Banking and click on the Bill Pay button in the top menu bar. Once in Bill Pay, select “Popmoney” from the top menu bar. You will automatically be brought to the “Send Money” tab within Popmoney. Using the “From” drop down menu, select the account you wish to send money from. Using the “To” drop down menu, select from a list of previously enrolled recipients •
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If you need to add a new recipient, select “(+) Add Contact” Enter the new recipient’s First Name, Last Name, and Nickname (optional). Select the Payment Method o Email/Mobile Phone – only recipient mobile phone OR email address required. § If a recipient’s mobile phone number is entered – the recipient must be set up to receive SMS messages on their mobile device. § You cannot enter your own mobile phone number or email address (if used to previously enroll in online banking or mobile banking). o Direct Deposit – recipient bank information required (Routing/Transit Number and Account Number). Enter the payment amount and closest available payment date. Complete the Send Method section •
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Select how the recipient will be notified of the payment For Email Address recipients, enter a Personal Message with personalized Subject Line. o Using the “Click here to make it special” button, you can choose from a number of themed email templates at no cost. For Mobile Phone Number recipients, enter a sender name, and 20 character personalized message. For Direct Deposit recipients, you have the option to enter a Personal Message with Personalized Subject Line. Add an Optional note to this payment – this will only be seen by you and can help to keep track of payments (i.e. type of payment, reason for payment, etc.) When all information has been entered, click “Complete”. The next screen will show you all the details for the payment you’ve just entered. From this window you can cancel the payment or edit the payment. If all details are correct, select “Send Payment” to complete the process. The next screen will confirm the payment has been submitted. Receiving a Payment (Northfield Bank Customers Only) When a Northfield Bank customer receives notification (via email or test message) of an incoming payment, they will be instructed to visit www.popmoney.com. Once they input the Northfield Bank routing and transit number, they will be instructed to log into the Popmoney section of their Online Banking at www.eNorthfield.com. Click the “Overview” Tab to view all Pending incoming payments. Find the incoming payment and click “Deposit”. Select the account you want the funds deposited into. You can also turn on auto deposit at this time. If you don’t see the payment, click on the link “Don’t see a payment you are expecting?” A message will be displayed stating why you don’t see the payment. It can be one of two reasons: •
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The mobile number the payment was sent to has not been registered in Popmoney The email address the payment was sent to has not been registered in Popmoney. By clicking the Preferences tab, a customer can view which email addresses and mobile numbers have been registered with Popmoney. Add any missing email addresses and mobile phone numbers by clicking “Add an Email” or “Add a Phone Number”. Go back to the Overview tab and you’ll see the missing payment. Click “Deposit” and select which account you want the funds deposited into. You can turn on auto deposit at this time. Email Notification to Recipient Personalized Subject Line 20 character personalize
d m essage By clicking the “Go” button the recipient will be brought to the following screen within Popmoney.com The recipient will type the 9 digit routing number for their bank or their bank’s name to begin. On the next screen, the recipient will be prompted to select which type of account (DDA, SAV, MMDA, etc.) and enter their Routing/Transit number and Account Number to receive the payment. They will have the option to create a popmoney.com profile at the end of the process. This is recommended if they will be receiving future payments. Once complete the recipient will receive the following confirmation email:
Navigating the Popmoney screens The Activity tab will show your payment history as well as any future scheduled or recurring payments. You have the option to search for a particular transaction or view them all in a list. This data is provided in a printable and/or downloadable format for customer convenience. The arrow icon next to each payment will expand the item to display payment details. The airplane icon indicates the payment was sent “Next Day”. The question mark icon next to the “Status” column will provide a definition of all possible payment statuses. By clicking on “History” you can see your payment history. By clicking on “Scheduled Payments” you can see any future scheduled or recurring payments. The Contacts tab lists all your contacts. You have the option to search for a particular contact or view them all in a list. By clicking the arrow button to the left of each contact, you can Edit or Delete the contact information. You can also add new contacts from this screen or import contacts from your Yahoo, Hotmail, or Gmail account. The Preferences tab is where your own contact information can be found (Email addresses, Mobile Phone Numbers, and Addresses. You can also turn on the Automatic Deposit feature for all future incoming payments from this screen as well. 

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