Before you start
- You have approved invoices ready for payment
- Contractors have valid banking details on file
- You have access to the Payments section
1
Step 1 of 6
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.
2
Step 2 of 6
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.
3
Step 3 of 6
Select approved invoices
- 1Filter invoices by status to show only 'Approved' invoices
- 2Select the invoices you want to include in this payment
- 3You can filter by contractor, date range, or amount
- 4The system will automatically group invoices by contractor
4
Step 4 of 6
Review and group contractors
- 1Review the list of contractors included in the run
- 2Group contractors by currency if you're handling multi-currency payments
- 3Verify each contractor's banking details are complete and correct
- 4Check that the total amounts match your expectations
5
Step 5 of 6
Generate bank export file
- 1Select your bank format (SEPA XML for EU, FASTER for UK, ACH for US, or CSV)
- 2Click 'Generate Export File' to create the bank-ready file
- 3Review the generated file summary before downloading
- 4Download the file and submit it to your bank
6
Step 6 of 6
Finalize the payment
- 1Mark the payment as 'Completed' after successful bank submission
- 2The system will update contractor payment statuses automatically
- 3All actions are logged in the audit trail for compliance
- 4Contractors will receive notifications about their payment status