Create a priority payment

1. Log on to CommBiz. Select Payments then Priority Payments
2. Enter the description, e.g. Payroll
   
   Note: A description helps if you need to search for the payment later. It won't appear on the recipient’s statement.
   
3. Select a transaction purpose or leave as “None”.
   
   Note: A transaction purpose is set up by an Administrator and allows only certain users to view transaction details.
   
4. Select the payment date
   
   - The default date is today’s date
   - To set an alternate payment date, select Process on and enter the date (up to 15 months in advance)
   - To set up a recurring schedule, select Recurring Schedule then select the frequency, start and end date
   
5. Pay from
   
   - Select the account you’d like to pay from by typing the account name or account number, or select from the list
   - Enter the amount
   
6. Pay to
   
   - To make a payment to an account in your address book, type the account name or select from the list
   - If the account isn't in the list, enter the new account details. Select the Add to Address Book checkbox to save this as a new entry once this Priority Payment is processed.
   - Enter the amount for the Pay To field (ensure the amount matches the Paid From field).
   
   Note: Our NameCheck tool will show whether the account name entered matches the account details. If things don’t look right, we’ll ask you to check the account details and speak with the recipient.
   
   Optional:
   
   - Select the Send Remittance Advice checkbox. The Enter Remittance Advice Details page will display. Select the Remittance Method from the dropdown, complete the Remittance Advice Details and select Add and Save. This will send a payment confirmation to the recipient.
   - Add Payment Details for Beneficiary if you wish to add further details for the payment and select Edit Beneficiary Details if you need to change the address details.|
   
7. Review the details and Submit
   
   Note: If you want to delay submitting the payment, choose Save as Temporary Transaction and you’ll be able to return to the payment when you’re ready.
   
8. The confirm priority payment screen will display.
   
   - If you need to make changes, select Modify.
   
   If you’d like to receive notifications, choose from the options
   
9. Select Confirm to submit the payment for authorisation.
   
   
10. The Transaction Advice screen will display, advising that the Priority Payment is now waiting to be authorised.
    
    - If an Account Authoriser is available, they can complete the payment authorisation by clicking on their name on the screen and entering their Authoriser details.
    - If an Account Authoriser is not available:
    - Select OK to return to the Priority Payment screen.
    - Advise the Account Authorisers there's a pending Priority Payment to be authorised. The payment will not be processed until the account authorisers have completed their authorisations.

Note: It's good practice to remind the account authorisers of the payment cut-off time of 4pm for non-CBA accounts and 6:30pm for CBA accounts.

1. Log on to CommBiz. Select Payments then Priority Payments.
2. Select the account you’d like to pay from by searching the account name or account number or select from the list
3. To make a payment to an account in your address book, begin typing the account name or select from the list
   
   If the account isn't in the list, select Add new payee and enter the payee details including address. To save the new payee, go to the Address Book menu. 
   
   Note: Our NameCheck tool will indicate whether the account details you've entered look right. If the account details don't look right, a prompt will display asking you to check the account details and speak with the intended recipient to verify the details.
4. Enter an amount and description
   
   Note: A description helps if you need to search for the payment later. It won't appear on the recipient’s statement.
   
   Select the payment purpose (optional) from the dropdown. This might help your recipient with reconciliation.
   
   Enter payment reference identifier (optional), also commonly known as End-to-End ID. Enter a reference that will be carried through the entire payment chain and retained by all Banks that touches it. This may help you and the payment recipient with reconciliation
   
   Note: This can be a unique reference number for you to associate with the payment. This can be alpha numeric or numeric, e.g. an Invoice Number – INV001.
5. Payment schedule:
   
   The date field will show as DD/MM/YYYY and you'll need to select a date
   
   To set a future payment date, enter the date (up to 14 months in advance)
   
   To set up a recurring scheduled payment, select Recurring then select the frequency, start and end date.
   
   Note: Recurring schedule payments can also be scheduled up to 14 months in advance. 
6. In the Remittance details field (optional), you can add a short description to help the payee with reconciliation.
   
   
7. Review the details and select Next
8. On the Confirm Priority Payment screen, select Modify to make changes or Confirm to submit the payment for authorisation. If you’d like to receive Payment notifications, choose from the options.
   
   
9. The Transaction Advice screen will display, indicating the payment is waiting for authorisation.
   
   If an account authoriser is available, they can authorise the payment by selecting the Authorisation Required tab, entering their details, and selecting Authorise
   
   If an account authoriser is unavailable, advise them there's a pending payment waiting for authorisation. The payment won't be processed until authorisation is complete.

Note: Consider reminding the account authorisers that the payment cut-off time is 4pm for non-CBA accounts and 6:30pm for CBA accounts.

After the cut-off time, if the payment hasn't been authorised, the status will change to Expired, and the payment will need to be resubmitted. 

Once payment is authorised, CBA will process the payment. You can check the status on the CommBiz Transaction Group Status List screen for further details.