Creating Recurring Payments in Bill Pay
Want to make regular payments without the hassle? Recurring payments allow you to automate bills so you never miss a due date.
How to Set Up a Recurring Payment (Desktop)
Step 1: Access Bill Pay
From your dashboard, open the “I want to” dropdown
Select Pay Bills
Step 2: Enable Recurring Payments
Find your payee and begin entering payment details
Toggle the Recurring Payment option from Off to On
This will open the recurring payment setup screen
Step 3: Enter Payment Details
Fill in the following:
Payment Amount
Payment Frequency (e.g., weekly, monthly)
Pay From Account
Step 4: Choose Delivery Options
Your delivery options will depend on the frequency selected.
For example:
If you choose monthly, you’ll select which day of the month the payment should be sent
You’ll also need to choose what happens if the payment falls on a non-business day:
Select your preference from the Non-Business Day Option dropdown
Step 5: Set End Conditions
Choose when the recurring payments should stop
(for example, after a certain number of payments or on a specific date)
Step 6: Save Your Recurring Payment
Click Save to confirm
Your recurring payment is now set up and will process automatically based on your selected schedule.
Helpful Tip 💡
Recurring payments are perfect for fixed monthly expenses like rent, utilities, or subscriptions—helping you stay on track without manual reminders.
