Creating a Collections batch is very quick and easy. 

1.Once you are logged in, click on the "Collections" option and select "Batches"

2. On the Collections page, click the "Create batch" button.

3. Enter the batch name. You can either populate a CSV file with the clients information and upload it or enter single payments details on the platform. If you would like to download a CSV file, click "Download CSV template". For this example we will enter single payment details.

Click "Next"  to proceed.

4. Select "Add single recipient" and enter the required details for an individual client. Once you are done. Click on the tick to save the entries. Continue with these steps to add more recipients.

5. Confirm the entered details and click send. If your batch needs, approval notifications will be sent to the listed approvers. If not, then your batch will be sent.
Note: If you are not ready to send the payment, select "Draft" to review and send later

When your clients make payments, you will see an increase in the Collections account balance. 

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