Payments
By CashCloud1 author13 articles
- Managing BatchesLearn to create & manage Batches in CashCloud, the hub for payments. View details, filter, and take actions on active and completed payments
- Create a Single Manual or Ad-Hoc Payment (Check, Digital Check, or ACH)Create a batch containing just a single payment
- Creating and Importing New Payments within a BatchCreate Payments manually or via imports. Add to Batches, select bank accounts and types, and enter details, including invoice uploads.
- Uploading Invoices to Corresponding PaymentsAdd invoices to Payments when they are created or before they are approved.
- Adding Attachments to PaymentsLearn how to add, manage, and automatically import attachments for your payments in CashCloud.
- Importing and Re-Importing PaymentsLearn how automatically and manually import your payments from your Data Group, as well as how to re-import them.
- Updating your Payment StatusManage Payment stages in CashCloud from Approval to Completion. Update statuses and take bulk actions based on workflows and permissions.
- How to Disburse Your First PaymentDisbursing your first payment in CashCloud is a big milestone. Here's how to get there.
- Updating Print Locations for PaymentsUpdate print locations for check Payments in CashCloud, rerouting them to your preferred printer before disbursement.
- Digital Copies OverviewSend digital copies to your payees and store them in your local network.
- Tracking Payment StatusOnce a payment is created, here is how to track the status of it.
- Payments FAQFrequently asked questions related to making payments through CashCloud, including ACH payments, Digital Checks, PayShift, and more.
- Re-Printing ChecksLearn the rules for re-print your check payments.