The heart of CashCloud is the Payments tab, where you will see all active and completed Payments grouped into Batches. A Batch is a group of related Payments that may include one or multiple payees. Batches are grouped by bank account.
Creating Batches
All Payments must live within a Batch (even if there is just one associated Payment). You can filter Batches by several criteria, including ID, date, status, and number of Payments. To create a new Batch, select the Create Batch option and confirm.
Managing Batches
Click the 👁️ to see more details about a Batch or make changes. From this view, you will see the status of each Payment, be able to create new ones manually, import an existing Payment, or take bulk actions based on the status of existing Payments.
Note: If you have automated or scheduled your data group import, then payments will automatically be imported into new batches grouped by bank account.