Ready to pay your contractors? You have numerous options. Just follow these steps:
Step 1: From the menu on the left of the dashboard, click on Payments.
Step 2: Select Send Money in the upper right corner to initiate a payment.
You will be presented with a screen to either send a batch of payments or a single payment.
Batch Payment
Step 1: Download the Template
- Download the batch payment template using the link below:
- Populate the columns for each contractor payment that needs to be made in the batch.
Step 2: Upload Contractor List
- Click the Upload Contractor List button to open the file manager.
Select the file with the contractor payments and click Open.
Review the batch to ensure everything is correct and click Continue.
Step 3: Confirm the Payout
- Choose to Send Now .
- After selecting Send Now, you’ll receive a confirmation window.
Single Payment
Step 1: Enter the contractor’s first name, last name, and email, then click Continue.
Step 2: Enter Payment Details
- Fill in the following details and click Continue:
- Amount to send
- Job ID (if applicable)
- Reason (if applicable)
- Click Reimbursement box (if applicable)
Step 3: Choose to Send Now. After selecting Send Now, you’ll receive a confirmation window.
And that's it! If you have any questions or need further assistance, feel free to reach out to our support team. We're here to help and ensure your payment process is as smooth as possible.