# 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 <a href="#step-by-step-guide-to-create-a-recurring-payment-rule" id="step-by-step-guide-to-create-a-recurring-payment-rule"></a>

**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 <a href="#important-note-on-dates-and-shipping" id="important-note-on-dates-and-shipping"></a>

{% hint style="success" %}

#### Important Note on Dates and Shipping <a href="#important-note-on-dates-and-shipping" id="important-note-on-dates-and-shipping"></a>

* **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.
  {% endhint %}

#### View or Manage existing Recurring Payment Rules: <a href="#view-or-manage-existing-recurring-payment-rules" id="view-or-manage-existing-recurring-payment-rules"></a>

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
