CashCloud Help Center
Get the latest resources and documents
Introduction: Getting Started with CashCloudNavigate through your initial setup and guide you from onboarding to completing your first payment.
Understanding Your CashCloud DashboardThe Dashboard is a high-level view of your entire Payment ecosystem, helping you understand historical spending trends & outstanding actions
Taking Bulk ActionsLearn how to efficiently manage multiple items in CashCloud using bulk actions.
Payee PayShift & Payment ExperienceAt the heart of the CashCloud experience is the freedom and ease with which you can send Payments to your Payees.
Password Protecting Your EmailsLearn how to secure sensitive attachments by password-protecting them in emails.
Design and Personalize DocumentsDesign and personalize your custom checks, tax forms, or other document templates in Design Studio.
How to Create Custom Emails for Your PayeesCustomize email notifications to your customers using the Design Studio.
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.