Outbound Payments

Outbound Payments page allows you to create and manage payment batches.

A batch is a group of outbound payments you can process together. To get detailed information about batch processing, go to the Outbound Batches page.

To filter the list by Group ID, Service, Date range, and Status, select desired options from the drop-down menus.

To sort the list by Date and Amount, select the arrow on the top of the list.

To sort the list by an employee, select Search by user box, and enter employee's name.

How to create a batch of payments

  1. In the list, select checkboxes on the opposite of records. The system highlights the chosen records.

  2. Select Create batch. The modal window appears.

  3. In the modal window, enter batch Name and Description if applicable.

  4. Select Confirm.

Selected records

How to reject payments

  1. In the list, select checkboxes on the opposite of records. The system highlights the chosen records.

  2. Select Reject records. The confirmation window appears.

  3. In the confirmation window, select Confirm.

The Reject transactions confirmation window