Standing order

Last Article Update 15.12.2025

Set up standing orders to make regular payments of the same amount more convenient.

How to Create a Standing Order

There are two ways of creating a standing order in the web application:

Access via main menu

Standing orders in the left menu Standing orders in the left menu

  1. Click on the "New Order" item in the left side menu.

  2. From the submenu that unfolds, select "Standing Order". A form to create a new standing order will open.

  3. In the upper part of the form click the tile that says "Standing Order".

Access via specific sccount

Access via a Specific Account Access via a Specific Account

  1. In the accounts overview (via the "Accounts" item in the left menu), select the account from which you want to set up a new standing order. Open its detail by clicking on the appropriate row.

  2. In the left side area under the account's menu, use the "Standing order" shortcut.

  3. In the upper part of the form click the tile that says "Standing Order".

Further, fill in other required payment details:

  • Initiating account – if already prefilled, you can change it if necessary.
  • Recipient – you can look it up in your contacts or templates.
  • Account number and Bank code – enter manually if you have not used any of your saved contacts.
  • Amount – enter the amount in Czech crowns. Other currencies are currently unavailable.
  • Optional fields include standing order name, variable symbol, constant symbol, specific symbol and note to payee.
  • Next execution – select the date when the order should come into effect. 
  • Interval (the frequency) and Execute until (the end of validity) – select appropriate values from the drop-down menus.
  • Break from / Break to – are optional fields. Fill them out if you want to set a period of time when the payments should not be executed.
  • After you have filled the necessary details, you can sign the order, or save it and sign it later.

 

Required standing payment details Required standing payment details

How to edit standing order

Editing standing orders Editing standing orders

  1. Click on the "Your Orders" item in the left side menu and from the submenu select "Standing Orders".

  2. In the upper part choose the tab that you need – either "Signature Folder" (with orders awaiting your signature) or "Active Orders" (with orders that are already in effect).

  3. When in "Active orders", you will find the "Edit" button on each row of the list. Another option is to open a specific ordert's detail first (by clicking the particular row) and then use the "Edit" button.

    When in "Signature Folder", you can edit an order via the three dots that are on each row or, again, from the order's detail.

  4. After you have edited the order, you can sign it (if it is an active order). If you have edited an order that is waiting for your signature, you can just save it or sign it as well.

How to delete standing order

The procedure of deleting a pending order and cancelling an active order is almost the same.

  1. Click on the "Your Orders" item in the left side menu and from the submenu select "Standing Orders".

  2. In the upper part choose the tab that you need – either "Signature Folder" (with orders awaiting your signature) or "Active Orders" (with orders that are already in effect).

  3. Standing orders that are awaiting signature can be deleted in the overview via the three dots that are on each row. Click the "Delete" option. Alternatively, you can open the detail of an order and use the "Delete button there.

  4. To cancel an active order, click the three dots on a particular row in the list and select the "Cancel" option. Or, again, open an order's detail and use the "Cancel" button there.

  5. In the pop-up window that will appear, confirm your action by clicking the "Yes, continue" button. 

Filtering Standing Orders

You can filter all standing orders by the following criteria:

  • Initiating account
  • Execution interval (daily, weekly, monthly, quarterly, semi-annually, annually)
  • Order type (standing order, sweep order)
  • Variable symbol
Filtering standing orders Filtering standing orders

Printing Standing Orders

You can print all standing orders in PDF format using the "Print PDF" button that is available on the overview of standing orders as well as on the order's detail screen.