Payment fees

There are no fees for Bluevine Pay and standard ACH payments sent from your Bluevine Business Checking account. For other payment types, fees are determined by plan type and delivery and payment method. Refer to our support article on fees for more information. 

Sending a payment

You can send a one-time payment or schedule one-time and recurring payments up to one year in the future from your Bluevine Business Checking account via the online web dashboard or the Bluevine mobile app.

From the Bluevine web dashboard

1. Sign in to your Bluevine dashboard.
2. Navigate to Checking and then select the Send payment button.
3. Locate the applicable payee from the search box or select (+) Add payee.
   

4. Enter the payment Amount.
5. Optionally, input any Bill details you want to include for record-keeping, tracking, or reconciliation.
   • To populate this information automatically, upload a bill or document by dragging and dropping a file from your computer or by selecting Upload on the left-hand side.
   • Leave Bill details blank if creating a recurring payment.
6. Choose which main or sub account to Pay from using the drop-down menu.
7. Select your desired Payment method from the drop-down menu.
   • If applicable, enter an optional Memo to the payee (not available for some payment methods).
   • Refer to the table above for payment methods and processing times.
8. To create a recurring payment, change the Frequency drop-down to the desired frequency: Weekly, Every two weeks, or Monthly.
9. To schedule the payment for a future date, change the payment Send date (or Start date and Duration, for recurring payments).
   • You can schedule payments up to one year in advance.
10. Optionally, Add an approver.
11. Click Save and confirm payment and verify that the information on the confirmation screen is correct.
    • Alternatively, select Save as an unpaid bill to save the payment for later without submitting.
12. Click Send payment.

Tip: You can also utilize the Unpaid Bills tab to add and pay bills, view scheduled or paid bills, and connect to QuickBooks Online.

From the Bluevine mobile app 

1. Sign in to your Bluevine mobile app.
2. Select the Move Money tab at the bottom of the app, then click Send Payment.
3. Locate the applicable payee from the search box or select (+) Add payee.
4. Enter the payment Amount.
5. Choose which main or sub account to Pay from using the drop-down menu.
6. Select a Payment method.
   • Refer to the table above for payment methods and processing times.
7. To create a recurring payment, change the Frequency drop-down to the desired frequency: Weekly, Every two weeks, or Monthly.
8. To schedule the payment for a future date, change the payment Send date (or Start date and Duration, for recurring payments).
   • You can schedule payments up to one year in advance.
9. Confirm all the payment details look correct and click Send payment.

Viewing and managing payments

You can view details of your payments from the Checking tab on the online web dashboard or mobile app. Locate and select the applicable payment to view its status and details.

You can also review all scheduled and paid payments under Payments > Scheduled & Paid on your Bluevine dashboard. Select the Scheduled tab to view upcoming scheduled payments, or select the Paid tab to view past payments.

Canceling scheduled/recurring payments

To cancel or edit scheduled or recurring payments, follow these steps:

1. Sign in to your Bluevine dashboard.
2. Navigate to Payments and then the Scheduled & Paid tab.
3. Select the applicable account in the account drop-down menu.
4. Under Scheduled, select the vertical ellipsis icon (⋮) to the right of the payment you want to edit.
   
5. Select View/Edit to change any information about the payment, or select Delete to cancel the payment.
   • Note: Editing the frequency of recurring payments is not supported at this time. To modify the frequency, you will need to delete the recurring payment and create a new recurring payment with the desired frequency.

Payments cannot be edited or canceled after they’ve been processed.

Frequently Asked Questions

Who can I send payments to? 

You can send payments to any payees you've added to your Bluevine dashboard. If you don’t have the banking information for a payee but do have their physical address, we’ll send the payment via check.

To add a payee, you can search from our directory of 40,000 registered (pre-verified) companies, or you can manually add a payee of your choice. You can also import payees from QuickBooks Online by connecting your QuickBooks and Bluevine accounts.

Are there any limits to how often I can make payments or the payment amounts?

Refer to our account limits support article for an overview of account limits.

I sent a payment, but the funds haven’t been taken out of my account.

For payments made from your Bluevine Business Checking account, you’ll see a pending transaction on the Checking tab of your dashboard. The transaction will complete once the payment has been processed and funds have been drawn. Review the payment processing times table above for more information.

How do I create a recurring payment?

To make a payment recurring, follow the steps for sending a payment and select weekly, bi-weekly, or monthly from the Frequency drop-down menu.