Person-to-Person Payments
Send money to anyone electronically via our website or app. Initial set-up takes a few minutes, but will be worth the time you save later!
Get Started from Your PC
- Login to Internet banking and click Bill Pay.
- Click Pay A Person
- Click + New Payee/Add a Person.
- If you have the routing and account number, select Direct Deposit. If you don't, select email or text message and fill in the necessary information. (You will need to share the keyword with your payee for them to accept the payment.)
- If you have the routing and account number, select Direct Deposit. If you don't, select email or text message and fill in the necessary information. (You will need to share the keyword with your payee for them to accept the payment.)
- Confirm your password to continue.
- Once activated, the Payee will appear on your dashboard/Pay a person.
- Enter amount to pay and date (if after 2:00 pm you will need to use the next business day), click pay.
- Status will show as pending until the person/payee completes the activation. Smile - you’re done!
Get Started from Your Phone
To make a P2P payment from your phone, you must be enrolled in Internet banking and have the Clear Lake Bank & Trust app downloaded on your device. People you are paying do not need to be Clear Lake Bank & Trust customers. The set-up process needs to be done only once per payee.
- Login to our mobile banking app
- Go to Menu/Bill Pay
- Click on Payees
- Add a Payee (you will be required to enter your password to add a new payee)
- Select Person
- If you have the routing and account number, select Direct Deposit. If you don't, select email or text message and fill in the necessary information. (You will need to share the keyword with your payee for them to accept the payment.
- Confirm your password to continue.
- Once activated, the Payee will appear on your dashboard/Pay a person.
- Enter amount to pay and date (if after 2:00 pm you will need to use the next business day), click pay.
- Status will show as pending until the person/payee completes the activation. Smile - you’re done!
*In order to initiate a BillPay/Person-to-Person payment from the app, you must first login from a PC to enroll.
