Scheduling Future Payments

Need to schedule a single payment for a future delivery date or set up a schedule of recurring payments for ongoing expenses? Follow the steps below to try out this feature!

Schedule a Single Payment

• Click “Start a Payment” at the top of the screen.
  
  
• Select your recipient. If you haven't added a recipient yet, please refer here.
  
  
• Enter the principal amount (i.e. your payment amount).
  
  
• Choose the delivery date for your payment. Then, select "No, it is a one-time payment." 

• Click "Continue" to proceed to the Payment Details screen. Provide any information that will help your recipient determine how to credit your payment. This could include the account holder name, an account number, phone number and a memo.
  
  
• Click "Continue" to see the payment review page. Review your scheduled payment's details and note the processing date.
  
  
• Click "Submit Schedule" to complete.

 Create a Recurring Payment Series

• Click “Start a Payment” at the top of the screen.
  
  
• Select your recipient. If you haven't added a recipient yet, please refer here.
  
• Enter the principal amount (i.e. your payment amount).
  
  
• Choose the delivery date for your payment. Then, scroll down in the "Repeats" dropdown menu to select the frequency of your recurring payments. Payments can recur weekly, monthly and yearly.  
  
  NOTE- Once you've chosen the frequency for your recurring payment series, the payments will repeat on that date. It does not mean your payment will repeat on the same day of the week.
  
  For example, selecting the date pictured below (1/23/2020) means the first payment will be delivered on a Thursday, but next month (2/23/2020) is a Sunday.

• Choose an end date for your recurring payment series- pick a date from the dropdown menu marked "Last Payment Due On." 

• Click "Continue" to proceed to the Payment Details screen. Provide any information that will help your recipient determine how to credit your payment. This could include the account holder name, an account number, phone number and a memo.
  
• Click "Continue" to see the payment review page. Review your scheduled payment's details and note the processing dates for each scheduled payment.
  
  
• Click "Submit Schedule" to complete.