Managing scheduled or recurring payments

A recurring payment can be amended or re-activated if the payment details or amount change. If the recurring payment has been authorised, any amendment to the details must be actioned by an Authorising User or Administrator.

Make sure you’re logged into NAB Connect to get started. 

1. From the Payments menu, select ‘Periodic Payment register’.
2. Choose the payment you would like to edit and select Edit.
3. Select Edit again on the pop-up message.
4. On the Edit payment screen, make sure you:
   • change the First payment date to the next payment schedule
   • update the 'Last payment date' field accordingly
   • change any other details.
5. Select Submit.
6. Authorise the payment.

Stop an active recurring payment

1. From the Payments menu, an Authorising User or Administrator can select ‘Periodic Payment register’.
2. Choose the payment and then under More actions, select ‘Suspend’.
3. Enter reason and select Suspend.

Payment status will update to ‘Suspended.’  It is recommended that you do not permanently delete the payment so you can access historical data for the processed payments.

Repeat an existing recurring payment

The details of an existing recurring payment can be used to create a new recurring payment.

1. From the Payments menu, select ‘Periodic Payment register’.
2. Select the ID to view the payment you would like to copy.
3. Select ‘Processed payments’.
4. Select one of the processed payments from the list.
   • You can select to copy a recurring payment that is in any status in NAB Connect provided that at least an occurrence of the payment has been processed.
5. From the More option select ‘Copy’.
6. In the Create payment screen, make sure you:
   • change frequency to ‘Periodic Payment’.
   • complete the Periodic details.
   • confirm the account details.
7. Select Submit.
8. Authorise the Periodic Payment.

Reactivate a suspended recurring payment

1. From the Periodic payments register menu, choose the payment and then under More actions, select 'Send for repair'
2. Enter reason and select Send for repair.
3. Select Edit. On the Edit payment screen, make sure you:
   • change the First payment date to the next payment schedule
   • update the 'Last payment date' field accordingly
   • change any other details.
4. Select  Submit.
5. Authorise the recurring payment.