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How do I set up an automatic payment in Westpac One Business?

Set up an automatic payment to make regular payments to a single payee without re‑entering the details each time.

Set up an automatic payment.

  1. On the Accounts page, select Payments and transfers from the left-hand menu.
  2. Select Pay.
  3. Choose the account to pay from.
  4. Select or add a payee.
  5. Under Frequency, choose how often the payment repeats. The default is daily.
  6. Choose a Start date for the first payment.
    • Choose an End date option:
    • No end – Ongoing: Payments will continue until you stop them (default).
    • On a specific date: Pick the date the payments will stop.
    • After a number of payments: Enter how many payments to make.
  7. (Optional) To make the first or last payment a different amount:
    • Select Set variable amount.
    • Select First payment or Last payment, then enter the amount.
      If all payments are the same amount, select Not applicable.
  8. Follow the usual steps to complete the payment.  
  9. A confirmation message will appear to let you know the automatic payment is scheduled.

Edit an automatic payment.

If your organisation requires more than one person to approve payments, editing an approved automatic payment will restart the approval process. If you edit a suspended payment, it will resume that payment unless you suspend it again. 

  1. On the Accounts page, select Payments and transfers from the left-hand menu.
  2. Select Manage payments and transfers.
  3. Find the payment you want to edit.
  4. Select Edit and make your changes to the payment.
  5. Select Next to review your changes, then select Continue to submit the payment.
  6. The payment will continue through the usual approval process. 

Delete an automatic payment.

  1. On the Accounts page, select Payments and transfers from the left-hand menu.
  2. Select Manage payments and transfers.
  3. Find the payment you want to delete
  4. Select Delete, then confirm you want to delete the payment. 

Once a payment has been deleted it cannot be reinstated. You’ll need to create a new payment.

Suspend or resume an automatic payment.

Suspend an automatic payment to temporarily pause it. When you’re ready to continue, you can resume the payment. 

  1. On the Accounts page, select Payments and transfers from the left-hand menu.
  2. Select Manage payments and transfers.
  3. Find the payment you want to change.
  4. Select:
    • Suspend to temporarily stop an active payment
    • Resume to continue a suspended payment. This opens the Edit automatic payment screen where you can review and make any changes required, then select Continue. 
  5. Confirm you want to suspend or resume the payment.

If you have resumed payments the payment will go out on the next date based on the payment frequency.  

Video: Set up an automatic payment.