Set up Recurring Vendor Payments Using Docyt Check & ACH

Easily automate your vendor payments with Docyt’s Recurring Payment Rules. This feature allows you to schedule regular payments via Docyt Check or ACH to vendors

Step-by-Step Guide to Create a Recurring Payment Rule

1. Log into Docyt

1. Go to https://app.docyt.com/sign_in and enter your credentials.

2. Navigate to Recurring Payment Rules

1. Click on Expense from the top menu.

2. Select Bill Pay > Payment Rules

3. The page with Payment Rules would appear

3. Add a Recurring Payment Rule

1. Click the blue “+” button on top right corner and click on “Add Recurring Payment Rule.”

4. Fill in Payment Rule Details

1. Payee/Receiver: a. Select the vendor you want to pay.

2. Amount: a. Enter the fixed amount for each payment.

3. Expense Category:

   1. Click on “Select Category.”

   2. A box will appear at the bottom of the screen.

   3. Click “Select Chart of Account” and choose the appropriate expense account.

   4. Click the blue “Save” button.

4. Payment Method: Choose either:

   1. Full Service Docyt Check

   2. ACH Payment (Note: Payee must be registered on the Docyt Network to receive ACH payments.)

5. Check Memo: Add a memo note that will appear on the payment check or ACH transaction.

6. Payment Address:

   1. Click “Add Address.”

   2. Check the box and select the correct payment address for the vendor.

7. Note:

   1. Add notes if any.

8. Date: a. Set the date the first payment should be made.

9. Frequency:

   1. Payment Date

   2. Choose how often the payment should recur (e.g., Weekly, Monthly).

10. Final Steps:

    1. Review all the entered information for accuracy.

    2. Click on “Activate Recurring Payment” to complete the setup.

Important Note on Dates and Shipping

Important Note on Dates and Shipping

• Docyt Checks may take 5–7 business days to reach an address within the continental U.S.

• If you're using a physical check, adjust the payment date accordingly to ensure on-time delivery.

View or Manage existing Recurring Payment Rules:

1. Go to Expense > Bill Pay> Payment Rules.

2. Move the cursor on the three dots (…), choose options to edit or delete any existing payment rule