{"id":30083,"date":"2024-07-01T03:31:16","date_gmt":"2024-07-01T03:31:16","guid":{"rendered":"http:\/\/anja"},"modified":"2025-03-24T03:04:52","modified_gmt":"2025-03-24T03:04:52","slug":"make-automatic-payments","status":"publish","type":"docs","link":"https:\/\/www.worldfirst.com\/au\/help-center\/making-payments\/make-automatic-payments\/","title":{"rendered":"How do I make automatic payments?"},"content":{"rendered":"\n<div class=\"wp-block-columns has-background is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\" style=\"background-color:#8dd2fc3b\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>Automatic transfers are rules that you can set on your World Account to automatically execute payments. For example, you can pay a specific payee a fixed amount on a fixed schedule. You can also set up a rule to withdraw funds to an external account once your balance reaches a certain threshold.<\/p>\n<\/div>\n<\/div>\n\n\n\n<p>In your World Account,<\/p>\n\n\n\n<ul>\n<li>Click on &#8220;<strong>Payments<\/strong>&#8221; on the top navigation<\/li>\n\n\n\n<li>Click on &#8220;<strong>Automatic transfers<\/strong>&#8221; on the Payments page<\/li>\n\n\n\n<li>Click on<strong> &#8220;create a new rule<\/strong>&#8220;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/8\/2024\/07\/20250324030352628.png\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"539\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/8\/2024\/07\/20250324030352628-1024x539.png\" alt=\"\" class=\"wp-image-45852\" style=\"width:700px;box-shadow: 1px 1px 3px 3px #EEEEEE;\" srcset=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/8\/2024\/07\/20250324030352628-1024x539.png 1024w, https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/8\/2024\/07\/20250324030352628-300x158.png 300w, https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/8\/2024\/07\/20250324030352628-768x404.png 768w, https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/8\/2024\/07\/20250324030352628-1536x808.png 1536w, https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/8\/2024\/07\/20250324030352628-360x189.png 360w, https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/8\/2024\/07\/20250324030352628.png 1920w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<ul>\n<li>You&#8217;ll first select your payee, and then select the payout currency and the type of transfer in the next page\n<ul>\n<li>If you choose &#8220;<strong>Fixed amount<\/strong>&#8220;, you&#8217;ll send a fixed amount to your payee at a specified recurring time<\/li>\n\n\n\n<li>If you select &#8220;<strong>Minimum amount<\/strong>&#8220;, you can also schedule a payment of your whole balance in a currency when a minimum amount has been reached (If, on the payment date, the minimum amount hasn&#8217;t been reached, the payment won\u2019t be issued and will be checked again on the next payment date)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240618071849695.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240618071849695-1024x396.webp\" alt=\"\" class=\"wp-image-33013\" style=\"width:700px; box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-background\" style=\"background-color:#f78da83b\">To create a fixed amount payout, you&#8217;ll simply need to enter the amount, the frequency at which the payments will be sent, and the start date of the cycles.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240611070425779.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240611070425779.webp\" alt=\"\" class=\"wp-image-32668\" style=\"width:700px; box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240611070831890.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240611070831890-1024x302.webp\" alt=\"\" class=\"wp-image-32670\" style=\"width:700px; box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>After an Authy App or SMS verification, you&#8217;ll be shown a summary of your transation details. You can click &#8220;<strong>Confirm payment<\/strong> <strong>rule<\/strong>&#8221; to set up the rule<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240611071058214.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240611071058214.webp\" alt=\"\" class=\"wp-image-32671\" style=\"width:700px; box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-background\" id=\"u26a8c1ae\" style=\"background-color:#f78da83b\">To create a minimum amount payout, you can designate the minimum balance of the selected currency at which a payment is initiated and the balance to be retained.<\/p>\n\n\n\n<p id=\"u5b957fab\">As an example, if you wish to have a minimum GBP balance of 5,000 GBP at all times, but you want to withdraw excess funds whenever the balance has reached 10,000 GBP, you can set the &#8216;minimum balance required to initiate a payment&#8217; as 10,000 GBP and the retained balance as 5,000 GBP.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240611071445739.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240611071445739-1024x448.webp\" alt=\"\" class=\"wp-image-32672\" style=\"width:700px; box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>In the next page, you can pick a start date and choose your payment frequency<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240611071638427.webp\"><img decoding=\"async\" src=\"https:\/\/cdn.marmot-cloud.com\/worldfirst\/sites\/9\/2024\/06\/20240611071638427-1024x304.webp\" alt=\"\" class=\"wp-image-32673\" style=\"width:700px; box-shadow: 1px 1px 3px 3px #EEEEEE;\"\/><\/a><\/figure>\n\n\n\n<ul>\n<li>After an Authy App or SMS verification, you&#8217;ll be shown a summary of your transation details. You can click &#8220;<strong>Confirm payment<\/strong>&#8221; to set up the rule<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Automatic transfers are rules that you can set on your World Account to automatically execute payments. For example, you can pay a specific payee a fixed amount on a fixed schedule. You can also set up a rule to withdraw funds to an external account once your balance reaches a certain threshold. In your World [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[46],"doc_tag":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v24.3) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How do I make automatic payments? | WorldFirst AU<\/title>\n<meta name=\"description\" content=\"Set up payments that run like clockwork. 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