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 Move money in the blue bar at top of screen.
- Click Payments from drop down.
- Click + New Payee/Add a Person.
- Enter Payee Information (requires Payee name, phone number, email and a shared keyword for your Payee -you will need to share this keyword with your Payee to complete activation).
- 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 app.
- Go to Menu/Payments.
- Payee + to Add on.
- Enter password
- Select Person
- Enter Payee/Person information (requires Payee name, nickname, phone number, email and shared keyword (you create and share with friend). Nickname used will appear on the Payee email, so be nice!
- Payee added successfully, (payee will need the shared keyword to activate so shoot them a text or call and say hi!)
- Go to Payments screen.
- Your Payee should now be in your list of Payees.
- Select Payee, account to debit, amount, date, memo (optional). Submit.
- Status will show as Pending until the Person/Payee completes the activation. Smile - you’re done!
