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

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

• How to Add or Delete a Bill Payee Account from a Tangerine (2017+) Account

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