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 Transactions 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 Transactions page and select the Scheduled tab.