How do I reschedule a bill payment?

Before you start: The bill must have a status of Payment Scheduled. You can only reschedule payments that have been scheduled but not yet initiated. If you want to stop a payment entirely instead of moving it, see How to Cancel a Scheduled Bill Payment.

Steps

1. Open the project and go to Bills. From within the project, click Bills in the left sidebar to view all bills associated with that project.
2. Confirm the payment status. Locate the bill you want to reschedule and confirm its status shows Payment Scheduled. 
3. Open the bill. Click into the bill to open its Overview page.
4. Click Reschedule payment. In the top right of the bill's Overview, click the Reschedule payment button to change the payment date.
5. Choose a new payment date. In the Reschedule payment panel, under Select payment date, choose one of the following:
   1. Soonest – deposits on the earliest available date.
   2. Pay on due date – deposits based on the bill's due date.
   3. Schedule for date – lets you pick a specific date different from the due date or soonest available. Click into the date field and enter your custom payment date. The panel displays the resulting deposit date below.
6. Save. Click the Save button at the bottom right to finalize the rescheduled payment.

You'll see a confirmation that the bill payment has been successfully rescheduled.

Notes

• Debit source: Confirm the account under Debit from is correct. If Beam Balance shows insufficient funds, select a connected bank account instead.
• Missing recipient bank info: If you see a warning that the recipient's bank information is missing, the vendor will receive an email with instructions to add it in Beam. If they don't add it before the scheduled payment date, the payment will be delayed. You can also click Add recipient bank information to enter it yourself.