Welcome to our guide on editing upcoming payments in the Pay Now section of our platform! This feature is designed to help you make quick and easy changes to your payments without any hassle.
In this guide, we'll walk you through the steps to do so.
Editing Payments Individually ✏️
✔️ Step 1: To edit a payment individually, simply click on the "Edit" icon next to the payment you'd like to update. From there, you'll also be able to edit the payment amount and the worker payment date.
⚠️ Keep in mind that, in terms of changing the payment date, the new one must be earlier than the original one.
✔️ Step 2: Once you've made your changes, click "Save" to update the payment.
This is a quick and easy way to make changes to individual payments as needed.
Adding Extra Payments 💸
✔️ Step 1: To add an extra payment, click on the "Extra payments" icon located in the Pay Now table. From there, you can add bonuses, commissions, or reimbursements by providing a title for the payment and entering the amount.
✔️ Step 2: Once you've made your changes, click "Save".
This is a great way to provide additional compensation to workers when needed.
Editing in Bulk 📝
✔️ Step 1: To edit payments in bulk, select the checkboxes of the payments you want to edit.
…or use the general selection checkbox, which will select all the invoices in a page. This allows you to quickly select multiple invoices without having to check them off one by one.
✔️ Step 2: Then, click on the "Bulk payments" button located at the top of the Pay Now section. You will then need to download the "Bulk payments" template, which is an Excel file.
✔️ Step 3: Open the file and modify the payment amounts, payment dates, or add extra payments as needed.
❗ Note that there are three worksheets in the file, one for each type of contract.
⚠️ Please make sure not to edit any columns other than the ones named "AMOUNT", "DETAIL", and "PAYMENT DATE". Doing so will result in an error and your changes not being saved.
✔️ Step 4: Once you've made your changes, simply save the file and upload it back into the platform.
This is a great option if you need to make changes to multiple payments at once.
Congratulations, you have made it! 🚀
If you have further questions, feel free to contact our support team via chat 😊