How to set up automatic transfers for recurring payments

How to book a transfer with WorldFirst

For international payment accounts
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Step 1:

Select 'Payments' from the Top Nav.
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Step 2:

Select 'Automatic transfer.'
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Step 3:
Select 'Create a new rule' in the top-right corner.
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Step 4:

Select the desired payee from the drop down menu and input a reference if required.
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Step 5:

(a) Choose the currency account you wish to debit.

(b) Select 'Fixed amount.'

(c) Following this, select one of the below options:

  • Select 'Send Amount' (the amount we'll debit from the currency account).

  • Select 'Payee Receives Amount' (the amount the payee will receive in their currency account).
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    Step 6:

    Input the desired amount before selecting the start date and the frequency.
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    Step 7:

    Confirm your automatic rule via Authy or SMS.
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    Step 8:

    Review your automatic transfer rule and hit confirm.
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    Step 9:

    Once complete, you'll see a screen confirming that your new automatic transfer rule has been booked.