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How to Add or Delete a Bill Payee to Pay My Credit Card Bill at Simplii Financial

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For a variety of reasons, including 3 gas stations within a few km of our home, we often buy gas at Petro-Canada. In 2017, they stopped offering a Petro-Canada branded credit card and instead started offering a discount if you pay for gas using a credit card issued by RBC. So we got an RBC card and set it up online to get Petro-Points. Then I needed to add the RBC card to our list of Bill Payees at Simplii Financial so that I could pay the credit card bill when it arrived and delete the listing for our old CIBC Petro-Canada card.

Adding a New Account to Pay Bills to from our Simplii Financial Chequing Account

  1. Sign in to your Simplii Financial account/s.
  2. From the list down the left-side of the screen, click on Pay Bills to expand the list of links.
  3. Then click on the link: Set Up Bill Payments
  4. If necessary, also click on the button: Add Bills

The Add/Edit Bills Page

  1. Start typing the company’s name in the text box Enter billing company name:
  2. Then click on the Search button.
  3. Two columns of possible suggested bills will be displayed.
    Click on the appropriate one.
    For example, I clicked on VISA, ROYAL BANK/BANQUE

The Enter Account Number and Nickname Page

If you want to recognize your bill payee easily, you may want to give it a nickname.
For example, I’m calling this RBC Visa account Petro-Can Gas

  1. If so, in the Nickname text box, type a helpful nickname for the account.
  2. Type the payment account number provided on your bill in the Account Number text box.
    Simplii may give you some hints about how to find the correct number. For RBC VISA it shows a little diagram of where it is on the billing statement.
  3. Click on the Continue button.

The Add Bills – Verification Pop up Window

If the bill looks correct, click on the Confirm button.

You should get the message:
You have successfully registered the following billing company.

If you’re like me, you’ll now want to test that the setup went through properly. I’m going to make a payment of $1 and then check my RBC credit card account each business day to see if the payment comes through properly.

To Pay a Bill Using Simplii Financial

  1. Sign in to your Simplii Financial account/s.
  2. From the list of links on the left side of the screen, click on Pay Bills.
  3. A list of your choices to pay will be displayed.
    Read the info at the bottom of the screen and note it will take 3 or so business days to process the payment.
  4. Type the amount you want to pay in the text box for the bill you want to pay.
    I typed $1 beside the RBC Visa account.
  5. If necessary, change the date for the payment by clicking on the drop-down lists for Month, Day and Year.
  6. Click on the Continue button.

The Pay Bills – Verification Pop up Window

  1. Review the details of your proposed bill payment.
  2. If they look ok, click on the Confirm button.

You’re done!

Now I’ll just have to make sure that the $1 shows up as a payment on my credit card account in a few days. Then when I get the bill in the mail I’ll be confident that the payment link is working properly.

How to Remove a Bill Payee from Your Simplii Financial Bill Payment List

Now to get rid of the old CIBC Petro-Canada card from the bill payment list.

  1. Sign in to your Simplii Financial account/s.
  2. From the list of links on the left side of the screen, click on Pay Bills.
  3. From the expanded list of links, click on Add/Edit Bills.
  4. Your list of possible bills is displayed.
    Find the line for the bill you want to remove.
    At the end of the line is a link: Delete Billing Company.
    Click on the appropriate Delete Billing Company link.

The Delete Bills – Verification Popup Window

  1. Review the details of the bill to be deleted.
  2. If it’s correct, click on the Confirm button.

You’re done!

  1. Sign out of your Simplii Financial accounts.
  2. Clear your browser history and cache.
  3. For extra security, close your browser session.

So that’s all tidied up now!

Related Reading

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Where Do I Add or Delete a Bill Payee to Pay My Credit Card on the New Tangerine Website?

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In 2017, Tangerine “updated” its website and in many ways made it harder to find what you want and do the tasks that you need. Although I had previously written about how to set up bills for online payment at Tangerine, everything changed with this new design and I had to figure it out all over again. Here’s how I added my new credit card account as a bill payee and got rid of my old account on the 2017 Tangerine website.

NOTE: As a Kind Observant Reader pointed out, you can only pay bills from a Tangerine chequing account. You cannot pay bills directly from your Savings account. (You can instantly transfer cash from Savings to Chequing, though, and they pay from your Chequing account.)

Adding a New Account to Pay Bills on the 2017 Tangerine Website Design

When you sign in to your Tangerine account, you will notice a link at the top right of the screen called Pay Bills. If you click on it, you can send money to an existing Bill Payee to settle your bill. Unfortunately, though, it does NOT let you add a new account to pay or delete an existing account. So where do you have to click? Eventually I found out:

  1. Sign in to your Tangerine account/s.
  2. There are two rows of links across the top of the page.
    Look along the second one: Overview Insights Transactions Bills and click on the link: Bills

The Bills Page

Near the title of the page, click on the link: Add a Bill

The Add a Bill Popup Window

  1. Start typing the name of the bill you want to pay.
    For example, I started typing RBC to add my new Petro-Points linked RBC card.
  2. The system will prompt you with a list of possible matches. If you can find the one you need, click on it to select it.
  3. Click on the Next button.
  4. As prompted, type in the identifying number for the account you wish to pay. You will usually find this number on your bill.
  5. Click on the Next button.
  6. As prompted, you can type in a nickname for this bill which will show up on your list of Bill Payees.
  7. I typed in: Petro-Canada VISA
  8. Click on the Next button, or if you don’t want to use a nickname, click on the Skip button.
  9. You can now choose whether to pay the bill manually or whether to set up an automatic payment of the same amount each month.
    I don’t trust or like automatic payments so I won’t be testing that feature.
    Select Manually and then click on the Next button.

The Bill Payment Window

  1. It will ask if you would like to make a payment to that account right now.
    Personally, I like to test these online bill payment systems, so I will make a payment of $1 and check each business day to see if my billable account receives the payment. (It usually takes 2-3 business days for the payment to show up in my credit card statement.)
  2. To set a test, click on  Yes, set up first payment now

The Pay Bill from Window
You can generally only pay bills from a chequing account or line of credit. The choices will be listed.

  1. Click on the account from which to take the money to pay the bill.
  2. Click on the Next button.

The Select date Window
The system will prompt when you can make the payment, usually the current day or the next business day if you’re trying on the weekend.

Select a date, then click on the Next button.

The Add payment Window

  1. Type the amount you wish to pay.
    I typed $1.
  2. Click on the Next button.

The Review and Confirm your Payment Window
Read through the details of the proposed payment. If it all looks good, click on the Confirm button.

You’re done.

What Happens If I Set Up The Bill Payment Account with the Wrong Number?

I’d really suggest you be careful setting up a bill payment account. I doubt that it’s easy to get your money back or fix it up without a lot of phone calls to Tangerine and so on. I don’t work for Tangerine, nor do I know anyone who does, so I can’t help you, sorry.

Interestingly, when I was practicing for this article, I tried setting up a 16-digit account for RBC Visa as 1234567891234567. When I got to the Review and Confirm your Payment screen, I finally got an error message:
“Error
The Account number entered for the bill payee seems invalid. Please check your records and try again.”

So the system will TRY to spot errors, but it can’t really help if you enter two digits in the wrong order or something.

That’s why I like to do the $1 test before making a big bill payment.

How to Delete or Remove a Bill Payee from Your List of Bill Payment Accounts at Tangerine in 2017

Once I had set up my new RBC card to pay the gasoline bill, I needed to delete the old CIBC Petro-Canada card. Here’s how I did it.

  1. Sign in to your Tangerine account/s.
  2. From the second horizontal line of links across the top of the page, find and click on: Bills

From the list Name of Bill or Payee, click on the name of the one you want to delete.
NOTE: You may want to save the data about your monthly payments to that account as that summary will not be available again once you delete the Bill Payee!
Under the line about your monthly average payment, click on the button: Edit

The Edit Bill Payee Window

If you want to permanently delete this bill payee you can do it from this screen.
NOTE: If you delete the Bill Payee, you will lose the summary screen that shows all the payments made to that payee during the previous months. You may want to save that data BEFORE you delete the account.

Once you’ve captured any data you want, click on the red Delete Bill button.

The Delete Bill Payee Window
Review the proposed account to delete. If you’re sure it’s the one you want to get rid of, click on the red Delete button.

You’re done.

Log out of your account. Clear your browser history and cache and close your browser session for extra security.

So my new Petro-Canada account is set up and the test is scheduled to make sure the link is working properly before I get the new bill. And the old account info is stored safely and the account is deleted so I can’t pay to it accidentally. Time to go get gas!

Related Reading

  • [How to Set Up a Bill Payee and Delete a Bill Payee at Simplii Financial]

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