How do I set up a scheduled or recurring payment on my Brex Cash account?


Outbound payments

In the Brex dashboard

You can choose to send a payment immediately or have it sent at a later date, on a monthly, weekly, or custom schedule.

Please follow the steps below to make a payment from your Brex dashboard.

Step 1: Go to Cash > Transactions > Send funds.

Step 2: Enter the payment details including the payment type, beneficiary information, and amount.

Step 3: Choose the desired payment date and note the estimated arrival time on the right side.

If this is a one-time payment, select Review to confirm the payment details and complete the transaction as scheduled. If you'd like this payment to repeat, please continue to Step 4.

CX-recurring-payments

Step 4: Select Repeat this payment.

Step 5: Choose how often you would like the payment to recur (monthly, weekly, or custom frequency).

Step 6: Confirm when you'd like the repeating payment to end.

Step 7: Review the recurring payment details and select Create recurring payment.

You're all set! To view the scheduled or recurring payment, navigate to Transactions and click Scheduled.

In the Brex app

You can set up scheduled ACH payments in the Brex app. However recurring payments can only be arranged via the dashboard.

Step 1: Sign in to the Brex app and tap the $ icon at the bottom.

Step 2: Tap Send ACH payment at the top of the screen.

Step 3: Enter the recipient name, or select one from the list. You can also enter a new recipient.

Step 4: Enter the payment amount and tap Continue.

Step 5: Choose the desired Payment date and enter an optional description.

Step 6: After reviewing the payment details, select Send to begin processing the payment.

Inbound deposits

Admins can choose to send deposits immediately or have them begin processing at a later date. Deposits can repeat on a monthly, weekly, or custom schedule.

In the Brex dashboard

Step 1: On the Transactions page under the Cash tab, click Transfer funds and select From external accounts.

Step 2: Select the account you'd like to transfer funds from and click Next.

Note: If this is your first time depositing funds, you'll need to connect the desired account prior to transferring.

Step 3: Enter the amount you'd like to transfer and the date you want the transfer to begin processing.

If this is a one-time deposit, select Review to confirm the payment details and complete the transfer. To repeat this deposit, continue to Step 4.

Step 4: Select Repeat this deposit.

Step 5: Choose how often you'd like the deposit to recur and set an end date.

Step 6: Review the recurring deposit details and click Add funds to complete.

In the Brex app

Step 1: From your homescreen, tap Transfer and choose your desired payment method.

Step 2: Select a Cash account to use for the payment under From.

Step 3: Choose an existing recipient and tap Continue, or tap Add new recipient.

Step 4: If adding a new recipient, enter their sending information throughout the next several screens.

Step 5: Enter the payment amount.

Step 6: Choose the date for the initial transfer.

Step 7: From the dropdown menu, choose how often you’d like this payment to repeat. If you select Custom, you’ll be asked to customize how often the payment repeats, what day it repeats on, and when the repeating payment ends.

Step 8: Press Send.

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