How do I set up a scheduled or recurring payment on my Brex Cash account?
When initiating a payment from the Brex dashboard, you can choose to send the payment immediately or have it sent at a later date. You can also set up the payment to repeat on a monthly, weekly, or custom schedule.
Step 1: On the Payments page under the Cash tab, select Send payment
Step 2: Enter the payment details including the beneficiary information and amount
Step 3: Choose the desired payment date, note the estimated arrival time on the right-hand side
If this is a one-time payment, select Review to confirm the payment details and complete the transaction as scheduled. If you would like this payment to repeat, please continue to Step 4.
Step 4: Select Repeat this payment
Step 5: Choose how often you would like the payment to recur (this can be set up on a monthly, weekly, or custom basis)
Step 6: Confirm when you would like the repeating payment to end
Step 7: Review the recurring payment details and select Create recurring payment
To view the scheduled or recurring payment, navigate to the Payments page under the Cash tab and search for the payment by date, or by clicking the Recurring box at the top of the page. Here, you can also cancel or edit a payment before it begins processing.
Here is a video demonstration of the scheduled and recurring payment process.