Part 1: Accessing the Batch Pay Tool
Step 1: Switch to the Team Level
Navigate to the bottom-left corner of your dashboard.
Switch to the specific Team (e.g., "Contractor Team") you wish to pay from.
Step 2: Navigate to the Payment Menu
On the left sidebar, click the Payments tab.
Select Pay from the dropdown menu.
Step 3: Activate Batch Mode
By default, the screen opens in "Individual Pay" mode.
Look at the top right of the "Select a Contractor" panel.
Click on Batch Pay to switch modes.
Part 2: Adding Recipients
You can add recipients in two ways: Manually (Method A) or via Spreadsheet Import (Method B).
Method A: Manual Selection (Best for small groups)
Add Members: Click the large (+) Plus Icon in the center of the screen to open your team roster.
Select: Click on the cards of the contractors you wish to pay.
Set Reason: Use the Payments Reason* dropdown menu at the bottom to categorize the transaction (e.g., "Salary" or "Bonus").
a)
b)
Method B: Import via CSV (Best for large teams)
If you prefer to calculate amounts in Excel or Google Sheets, use the import tool.
1. Open Import Tool: Click the Import CSV button on the top right of the batch screen.
2. Download Template: Under step 1, click Download CSV. This file contains your current team roster with their unique IDs.
3. Fill the Sheet: Open the file and enter the Payment Amount (Column C) and Description (Column D) for each person.
Critical: Do not change the NanoID (Column A). This links the payment to the correct user.
4. Upload: Save the file as a .CSV and drag it into the upload box at the bottom of the screen.
Essential Tips for CSV Editing
Preserve ID Numbers: Avoid removing or editing the ID numbers to prevent unintended payments to incorrect recipients.
Currency Formatting: Ensure that the US dollar amount is expressed with only two decimal places, using periods as decimal separators (e.g., 1000.50) and no commas for thousands separators.
Part 3: Review and Finalize
Step 4: Confirm Details
Whether you added them manually or via CSV, your recipients will now appear in a list with their assigned amounts.
Review the Total Amount displayed at the bottom left.
Ensure the Payment Reason is correct.
Step 5: Process the Payment
Choose your final action:
Pay Now: Click the blue button to process the funds immediately.
Create Invoices: Click this option if you want to generate the invoices for your records now but execute the actual payment transaction later.
Extra step: Go back
Should you need to return to the previous screen without using the CSV option to finalize your batch payment, select the "Cancel" button. This button is located beneath the "Batch Pay" option in the upper right corner of the screen.