Payments

How to create your first payment

Step-by-step guide to grouping contractors and exporting bank files.

5 min read

6 steps

Prerequisites

You have approved invoices ready for payment
Contractors have valid banking details on file
You have access to the Payments section

Step 1

Navigate to Payments

From your dashboard, click on 'Payments' in the navigation menu. You'll see a list of all payments, both completed and in progress.

Step 2

Create a new payment

Click the 'Create Payment' button at the top right. You'll be prompted to select a name for this run and choose your payout currency.

Step 3

Select approved invoices

Filter invoices by status to show only 'Approved' invoices
Select the invoices you want to include in this payment
You can filter by contractor, date range, or amount
The system will automatically group invoices by contractor

Step 4

Review and group contractors

Review the list of contractors included in the run
Group contractors by currency if you're handling multi-currency payments
Verify each contractor's banking details are complete and correct
Check that the total amounts match your expectations

Step 5

Generate bank export file

Select your bank format (SEPA XML for EU, FASTER for UK, ACH for US, or CSV)
Click 'Generate Export File' to create the bank-ready file
Review the generated file summary before downloading
Download the file and submit it to your bank

Step 6

Finalize the payment

Mark the payment as 'Completed' after successful bank submission
The system will update contractor payment statuses automatically
All actions are logged in the audit trail for compliance
Contractors will receive notifications about their payment status

Related Guides

Managing multi-currency payments

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