Managing Periodic Payments

A re-occurring payment can be amended or re-activated if the payment details or amount change.  Any User that has access to the debit account of the existing payment that is in a 'Requires authorisation' or 'Requires repair' payment status can make the necessary change on a payment that has not yet been authorised. Authorising Users or Administrators can make changes in most other payment statuses. View Payment statuses explained for more information on the different status meanings. Once updated, the payment must be authorised.

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 Periodic Payment.

Stop an active Periodic 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 Periodic Payment

The details of an existing Periodic Payment can be used to create a new Periodic 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 repeat a Periodic 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 Periodic 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 'Send for repair'.
3. Enter reason and select Send for repair.
4. Select Edit. 
5. 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.
6. Select  Submit.
7. Authorise the Periodic Payment.