How do I schedule a bulk payment?
Scheduled bulk payments let you make multiple bank transfers in one go, sent at a future date.
One of the biggest benefits is that paying employees or suppliers doesn't have to mean copying across individual payee details or approving each and every payment, instead you schedule it and we'll take care of the rest!
How do I schedule a bulk payment?
Follow the steps to make a bulk payment and at the 'review' screen, set a schedule using the calendar (in the top right).
All bank transfers on the scheduled date will be sent by 7am, UTC. If for any reason the payment fails, we'll notify you and move the bulk payment to draft so you can retry.
I need to change the scheduled date?
Head to the 'pay' tab
In 'payments' tap 'make a bulk payment' and find the scheduled payment
Tap 'schedule' and pick a date
Tap 'done' and 'reschedule payment' then 'confirm schedule'
I need to change the payees or amounts?
Once a bulk payment has been scheduled, you'll need to remove the schedule to change the payees or amounts sent, follow these steps
Head to the 'pay' tab
In 'payments' tap 'make a bulk payment' and find the scheduled payment
Tap 'remove schedule' and 'save draft'
Head to drafts to make the changes then reschedule the payment
If you're using a desktop computer, you'll need to make the changes in the CSV file and re-upload it.
