How Can I Make a Scheduled Payment on Bujeti?

Bujeti's scheduling feature allows you to set up payments in advance, ensuring that your funds are sent automatically at a future date. Whether you are managing recurring bills, payroll, or vendor payments, scheduling a payment helps you stay organized and eliminates the risk of missing important due dates.

Follow the steps below to schedule a payment effortlessly:

Log in to your dashboard and navigate to one of the menus that allow you to make payments. You can access the "Send Funds" button from the "Dashboard", "Transactions", and "Accounts" menus.

At the top right corner of your Dashboard, locate and click the "Send Funds" button. This will lead you to the payment initiation screen where you can choose various options for sending money. 

Step 3: Select "Schedule Payment"

To schedule a payment, select the "Schedule Payment" option from the menu.

Next, you will have to enter the payment details:

• Source of Funds: Choose where the payment will be deducted from.
• Amount: Specify how much you want to pay.
• Recipient: Enter who you're paying and include their necessary details.
• Category of Payment: Select the category the payment falls under for better financial organization.

The "Schedule" button will already be toggled on. Now, all you need to do is select the date and time you want the payment to be processed. You can also make the payment recurring by filling in the "Repeats" field.

Click on "Review Details" to ensure all information entered is correct. Double-check the recipient's details, payment amount, and the scheduled date and time for processing.

Take a final look at the payment details. This is your opportunity to catch any errors before proceeding. Make sure everything aligns with your intended payment schedule.

Before confirming, you can opt to:

• Notify the recipient by email: Keep them updated on the payment schedule.
• Add a description: This is optional but can help keep your records organized.
• Attach an invoice: If necessary, attach an invoice to the payment for your recipient.

Once everything looks good, click "Confirm and Schedule". This action will lock in the payment details and set it for the date and time you selected.

Your payment has been successfully scheduled! The recipient will receive the funds on the scheduled date, and you will be notified once the transaction is completed.

Following these simple steps ensures your payments are always on time. Use the "Schedule Payment" feature to stay ahead and manage your finances effortlessly on Bujeti.

Additional Information

For more guidance, you can also check out our detailed articles on:

• How to Make a Single Payment


• How to Make a Batch Payment