CashCloud Help Center
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By CashCloud1 author57 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.
Print & Mail
Learn about the Print & Mail Service
- Using Print & MailLearn how to place a Print & Mail check order.
- Sending Digital Copies for Print & Mail ChecksAutomatically send a digital copy of the payment to your payee(s) after placing a Print & Mail order.
- Including Payment Attachments in Print & Mail OrdersCashCloud allows you to include payment attachments when sending Print & Mail checks, so your payees can receive both the check and any supporting documents in the same envelope.
- Managing Your PayeesThe Payee module allows you to create, invite, upload, and manage your Payees.
- Bank Account VerificationLearn how Bank Account Verification works for payees and how verification fees are paid using CashCloud Credits.
- Payee OnboardingLearn how to invite payees to review their information, choose a deposit method, and verify their banking details in CashCloud.
- Vendor Business VerificationLearn how to collect and verify the tax and business information of your vendors and contractors during payee onboarding.
- Create a Document TemplateLearn how to build, personalize, and save document templates in Design Studio for checks, remittance advice, tax forms, and other disbursement documents.
- Create a Checkbook TemplateLearn how to design the check format used by the Checkbooks module, so you can print blank checkbooks for your team to fill out by hand.
- How to Create Custom Emails for Your PayeesCustomize email notifications to your customers using the Design Studio.
Checkbooks
The Checkbooks module allows you to create and print checkbooks (check formats to be filled out by hand).
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