Home > How to make a scheduled payment from a balance
How to make a scheduled payment from a balance
Step 1:
On your dashboard select ‘Pay’ from the ‘Quick nav’.
![](https://cdn.marmot-cloud.com/worldfirst/sites/8/2023/10/make-scheduled-payment-1-1024x609.jpeg)
Step 2:
Select your intended payee.
![](https://cdn.marmot-cloud.com/worldfirst/sites/8/2023/10/make-scheduled-payment-2.jpeg)
Step 3:
Add a reference (such as an invoice number).
![](https://cdn.marmot-cloud.com/worldfirst/sites/8/2023/10/make-scheduled-payment-3.jpeg)
Step 4:
Choose the currency account you wish to debit, and either populate the sending amount or the receiving amount depending on your needs.
![](https://cdn.marmot-cloud.com/worldfirst/sites/8/2023/10/make-scheduled-payment-4-1024x610.jpeg)
Step 5:
Select ‘Pay on a specific date…’ and select the desired date from the box.
![](https://cdn.marmot-cloud.com/worldfirst/sites/8/2023/10/make-scheduled-payment-5-1024x610.jpeg)
Step 6:
Select ‘Scheduled FX’ from the exchange rate selection (where applicable).
Authenticate your payment via the Authy app.
![](https://cdn.marmot-cloud.com/worldfirst/sites/8/2023/10/make-scheduled-payment-6-1024x610.jpeg)
Step 7:
Please review all your payment details and select ‘Confirm payment’.
![](https://cdn.marmot-cloud.com/worldfirst/sites/8/2023/10/make-scheduled-payment-7-1024x609.jpeg)
Step 8:
Once complete, you’ll see a screen confirming that your scheduled transaction has been booked.
![](https://cdn.marmot-cloud.com/worldfirst/sites/8/2023/10/make-scheduled-payment-8-1024x610.jpeg)