If you want to schedule payments for many contractors at once, you can do that by importing payments.
To import payments:
Go to the Payments > Pay contractors tab.
Click the "Import" link at the top right.
Download the CSV template and fill it in with payment information. Keep in mind that for the file to be imported correctly, the CSV headers should be kept.
Upload the edited CSV file and click "Upload and import."
If the file was successfully uploaded, you'll see a notification at the top of the page "X payments were imported and are ready for your review." Click Ok to review.
💡 Tip: If there is an error, please ensure that there have been no changes to the formatting and that the file type remains as .csv.Click the Continue button beside "X payments" on the bottom right.
Tick the box to authorize the payments, then click the Schedule payments button.
The scheduled payments will appear under the Payments > Charges tab.
Questions?
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