The National Bank

Add a New Payee

Adding a new payee is a way for you to save the account information and details of a person, organisation or company to your Online Banking so you can use them anytime in the future.

Follow our simple step-by-step guide to adding a new payee  print this guide and read it later.

Step 1 Getting started

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When you log in to Online Banking you'll arrive at a page showing your account balances. From the options at the top of the page click on the Payments menu and select Bill Payments.

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Step 2 Click on the Add a new payee link

You'll arrive at the Bill Payments screen.

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Click on the Add a new payee link in the right-hand panel.

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Step 3 Add the new payee details – Search for organisation or company

You'll arrive at the Add a New Payee screen. There are two ways to add a new payee.

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Firstly, you can type in all or part of a name of the organisation or company in the Find Payee search box and click Search.

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Choose the organisation or company you want to pay from the search results by clicking the name. You will move through to the next step.

You can view a list of the organisations and companies that have registered their payment details with The National Bank here.

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Step 4 Add the new payee details – Enter the payee details

The second way to add a new payee is by entering the account details of the person you want to pay yourself.

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Enter their account details into the Pay To and Account Number fields.

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Click the Next button.

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Step 5 Enter the statement details

The Particulars, Code and Reference fields are where you fill in the statement details.

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This is where you can provide information that will appear on your statement to help you identify the payment.

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This is where you can provide information that will appear on the payee’s statement to help them identify the payment. Some registered organisations and companies require mandatory information to be entered in a certain way. There will be help text displayed to guide you in this case.

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Click the Next button.

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Step 6 Do a final check

Next you’ll be asked to confirm the payee details you entered on the previous screens. It’s important to carefully check all details are correct.

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When you’re sure the details are correct click Save payee.

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If you need to change anything, click the Payee details button and you'll be taken back to the previous screen.

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Step 7 Get confirmation

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All done! You'll get a message on the screen saying your New Payee has been successfully created. You can Make a payment to this payee, add another payee or log off if you're finished.

Now you’ve seen how simple it is, have a go at learning how to Create a new Bill Payment or Add a New Group.

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What is a saved payee and why do I need to set one up?

A saved payee is a stored account number and statement details in your Online Banking who you would pay regularly. When you make a Bill Payment to them all you need to enter is the date and amount.

What is the difference between adding a registered organisation or company and entering the account details myself?

Registered organisations or businesses have arrangements in place with The National Bank to make it easier for you to pay your bills e.g. paying your phone bill, power bill, council rates etc.

You can also set up any other company or person within New Zealand to receive bill payments - all you need to know is their account name and number to set them up as a saved payee.

What do I do if the organisation or company I would like to make a Bill Payment to is not registered with The National Bank?

You can set up the organisation or business as a saved payee by selecting Add a new payee and entering their account name and number yourself.

How do I search for an organisation or company that is registered with The National Bank - what do I enter in the search box?

Type in all or part of a name of the organisation or company and search. Choose the organisation or business you want to pay from the search results by clicking on their name.

For example, if you need to set up a saved payee for your Meridian power bill, then search for 'Meridian' and you will see the following results:

  • Meridian Energy
  • Meridian Energy – Large Companies Only

Click on Meridian Energy to continue the set up process.

What is the difference between the Particulars, Code and Reference fields and do I need to enter information into all of them?

The Particulars, Code and Reference fields are there to help you and the recipient of your payment to identify the payment. You can leave all or any of the fields blank.

For a saved payee to an organisation or company registered with The National Bank, where do I get my required payment details - what if I don't have the Particulars, Code and Reference information that I am being asked to enter?

Your organisation or company should provide these details to you. Below each of the Particulars, Code and Reference fields you will see an explanation of what information you need to enter, e.g. 'First 8 digits of card number: enter a space after first 4 digits'.

For example, if you need to set up a saved payee to Meridian you will be asked to enter:

  • your surname then initials, in the Particulars field
  • your customer number or installation number, in the Code field
  • the first 10 digits of the invoice number from your statement, in the Reference field.

You don't always have to enter information in all three fields; it depends on the registered biller's requirements. These fields will be marked as 'Not Required' or pre-filled for you already.

Can saved payee details be applied to other types of payments, like Automatic Payments or One-off Payments?

Saved payee details can only be used to create Bill Payments.

How do I change the saved payee details once a saved payee is set up?

Once your saved payee is set up, you can't permanently change the details. If you'd like to permanently change your saved payee details you will need to delete it and add a new payee.

However, you can change the statement details when making a Bill Payment to a saved payee. Your saved payee won’t be updated with these details.

Can I change the statement details of a saved payee when I make a payment?

You can view the saved statement details and change them for that payment only.

These changes to your statement details won’t be permanently saved to your payee details.

Can I group my payees to make creating a multiple Bill Payment quicker?

You are able to set up a group and add up to 20 payees to it. Your groups will be available to select from in the Create a Bill Payment feature. See Add a New Group.

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