HOW DO I CREATE, CHANGE OR CANCEL A RECURRING PAYMENT?

What recurring payments can I set up in Online Banking or the Westpac App?

Easily manage your recurring payments using Online Banking or the Westpac App. Set and forget by creating a recurring payment for BPAY^®, Pay Anyone, funds transfers, and international payments to suit your banking needs.

How long can a recurring payment be set for?

A recurring payment can be created for a set number of payments or until a certain date (unless cancelled). The maximum length that a recurring payment can be set up for is 24 months (2 years).

How do I create a recurring payment?

In the Westpac App

1. Tap on the $ icon and select Pay someone
2. Choose who to pay by selecting a Payee or Biller or add a new payee
3. Select an account to make the payment from, enter the Amount then tap Today to choose how often you would like to send the payment
4. Tap Pay to set up the recurring payment

In Online Banking

1. Sign in to Online Banking from a desktop
2. Hover over Payments and select Recurring payments
3. After you’ve entered the payment details, in the Payment frequency section, select Recurring payment. Select the desired frequency of the recurring payment
4. You can choose for a recurring payment to be completed On a certain date or After a number of payments. If you do not make a choice, the recurring payment will default to No end date
5. Select Continue and you will be taken to the payment confirmation page. Confirm the recurring payment details

How do I change the amount of a recurring payment?

Only Sole Traders or Administrators of a Business Network can change a recurring payment.

In the Westpac App

1. Tap on the Smart Search bar and type Upcoming payments
2. Tap the recurring paymentto be updated and tap Options
3. Tap Amend payment then tap Amend all future payments
4. Enter the new Amount then tap Amend and confirm then tap Done

In Online Banking

1. Sign in to Online Banking from a desktop
2. Hover over Payments then select Recurring payments
3. Select View next to the payment you would like to change
4. Select Edit payment amount on the right
5. Adjust the amount, then select Confirm

How do I place a recurring payment on hold?

In the Westpac App

1. Sign in and then type "Upcoming" in the search at the top of the screen and select Upcoming payments
2. Select the payment series required to be placed on hold
3. Select Options
4. Select Put on hold
5. Payment series has been placed on hold.

In Online Banking

1. Hover over the Payments menu in the overview and select Recurring Payments
2. Select the View option adjacent to the Recurring Payment that is to be placed on hold
3. Select the Place Recurring Payment on hold option on the right
4. On the confirmation page select Continue
5. Recurring Payment has been placed on hold.

How do I resume a recurring payment that is on hold?

In the Westpac App

1. Sign in and then type "Upcoming" in the search at the top of the screen and select Upcoming payments
2. Select the payment series required to be resumed
3. Select Options
4. Select Resume series
5. Select Resume
6. Payment series has been resumed.

In Online Banking

1. Hover over the Payments menu in the overview and select Recurring Payments
2. Select the View option adjacent to the Recurring Payment that is to be resumed
3. Select the Resume Recurring Payment option on the right
4. On the confirmation page select Continue
5. Recurring Payment has been resumed.

How do I cancel a recurring payment?

Only Sole traders and Administrators of a Business Network can cancel a recurring payment.

In the Westpac App

1. Tap on the Smart Search bar and type Upcoming payments
2. Tap the recurring payment to be cancelled and tap Options
3. Tap Cancel payment then tap to cancel Next payment only or Next and all future payments
4. Confirm your cancellation then tap Done

In Online Banking

1. Sign in to Online Banking from a desktop
2. Hover over Payments and select Recurring payments
3. After you’ve entered the payment details, in the Payment frequency section, select Recurring payment. Select the desired frequency of the recurring payment
4. You can choose for a recurring payment to be completed On a certain date or After a number of payments. If you do not make a choice, the recurring payment will default to No end date 
5. Select Continue and you will be taken to the payment confirmation page. Confirm the recurring payment details

When will my payment be processed?

If your business network only requires one Approver to perform payment tasks, your payment will be active immediately. If your business network is set up for more than one approval, your Approvers will need to:

In the Westpac App

1. Tap Business, then tap Approvals
2. Select the Payments tab and approve any pending payments

In Online Banking

1. Select the Approval button (near the Sign Out button)
2. Select the Payments tab and approve any pending payments