Managing BatchesLearn to create & manage Batches in CashCloud, the hub for payments. View details, filter, and take actions on active and completed payments
Updating Payment StatusManage Payment stages in CashCloud from Approval to Completion. Update statuses and take bulk actions based on workflows and permissions.
Creating new PaymentsCreate 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.
How to Disburse Your First PaymentDisbursing your first payment in CashCloud is a big milestone. Here's how to get there.
How to Create a Manual or Ad-Hoc Payment (Check, E-Check, or ACHCreate a batch containing just a single payment
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, eChecks, PayShift, and more.