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


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 payment.

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.

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Open an account

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


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 payment.

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.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->
Open an account

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


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 payment.

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.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->