Create, change or cancel a recurring payment

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 (until further notice, a set number of times, or with an end date)
4. Tap Pay to set up the recurring payment.

In Online Banking

1. Go to Payments then Make a payment
2. After you’ve entered the payment details, in the Payment frequency section, select Recurring payment. Select the desired frequency of the recurring payment
3. 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
4. Select Continue and you will be taken to the payment confirmation page. Confirm the recurring payment details.

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 payment to 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. Go to Payments then Recurring payments
2. Select View next to the payment you would like to change
3. Select Edit payment amount on the right
4. Adjust the amount, then select Confirm.

Place a recurring payment on hold

In the Westpac App

1. Tap on the Smart Search bar and type Upcoming payments
2. Tap the payment series to be placed on hold and tap Options
3. Tap Put on hold.

In Online Banking

1. Go to Payments then Recurring Payments
2. Select View next to the Recurring Payment to be placed on hold
3. Select the Place Recurring Payment on hold option on the right
4. On the confirmation page select Continue.

Resume a recurring payment

In the Westpac App

1. Tap on the Smart Search bar and type Upcoming payments
2. Tap the payment series required to be resumed and tap Options
3. Tap Resume series, then tap Resume.

In Online Banking

1. Go to Payments then Recurring Payments
2. Select View next 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.

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. Go to Payments then Recurring payments
2. Select View next to the payment you would like to cancel
3. Select Cancel recurring payment on the right, then select Continue.

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.