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.
If you have automated or scheduled your data group import, then payments will automatically be imported into new batches based on the configured frequency. You can also trigger a sync to import your payments from the data group by clicking on the "Sync Data Group" button. To learn more about Data Groups, check out our other articles.
Managing Batches
Click on a batch to open it. 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.
Check out our Payment articles to learn more about how to manage your payments, create new ones, change statuses, and more.