Climate First Bank Business User Help Guide

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8. Select a frequency using the drop-down. Frequency options include: One time, Daily, Weekly, Every two weeks, Monthly, Every three months and Annually. 9. For a recurring transfer: a. Choose how long the transfer should occur. • Until Canceled: Transactions process until the user cancels the recurring payment in the application. • Until But Not After Date: Transactions occur on the scheduled frequency until the end-date that the user designates has passed. b. Enter an end date if necessary. 10. Click the Submit button when you are finished.

Money Movement: Loan Payments & Transfers