Scheduling payments

If you make similar payments on a regular basis, you can set up a recurring payment to handle them automatically.

Here's how to do it:

1. Click the Move Money menu in the upper right corner of your dashboard and select Send. 
2. Either upload a bill you’d like to pay upfront, or directly select/create/select a recipient.
3. In the “Recipients” section, select your payment method (ACH, check or wire) from the dropdown. 

4. In the “Amount” step, set your amount and payment account. If you toggle “Repeat this payment,” you can set up a recurring payment that will automatically process on a schedule of your choosing.

   You’ll be able to choose a payment frequency and when you’d like the payments to end. You can also manually cancel the payments at any time if you choose Never as the end date

5. Once enabled, these will begin processing at 9am EST on the specified date.

   Payments scheduled on the weekend or a holiday will begin processing on the nearest business day before the scheduled date.

Managing your recurring payments

You can view and edit upcoming scheduled and recurring payments from your Payments page. Click on the "Scheduled" tab and locate the payment that needs editing. Select the pencil/edit icon to make any necessary changes to the date, amount, or similar. If you need to delete the payment entirely, you can do so by clicking the trash icon.