In this article, we'll show you how easy it is to manage your invoices and pay your workers with our Payroll platform.
Before we start, we want to make sure everything goes smoothly. We strongly suggest setting up your payment method first.
Invoice selection ✅
✔️ Step 1: On the homepage of our platform, click on the Payments menu and select the "Pay Now" option.
✔️ Step 2: Once in the "Pay Now" section, you will see a tab for each type of contract available.
Before you pick the invoices to be paid, it's really important to make any necessary edits, add any extra payments (if needed), and filter the invoices according to your specific needs. For these processes, we recommend you to read our articles How to: Edit payment amounts and How to edit payment date of an invoice
⚠️ Please note that the Pay Now section filters invoices by default according to the current month. If you want to view invoices from a previous or later month, you must use the date filter or click on the "Clear Filters" option.
✔️ Step 3: With the invoices ready to pay (edited and filtered according to your needs), you can start selecting the ones you want to pay.
To make the process much faster, we advise you to use the general checkbox (the first one next to the title "Worker's name") to select all the filtered invoices. But you can also select them one by one if you wish.
Remember that you can select invoices from different types of contracts at the same time. You can keep track of how many invoices you've selected in these two sections. This way, you select all your invoices to pay in one transaction.
For example, you could have 3 Traditional, 2 Pay per task, and 1 Results Driven, all selected at the same time!
⚠️ Please note that in the Pay Now section, the fees (Membership + Transactional fees) have not yet been calculated. To know the total amount you have to pay (Compensation + Extra Payments + Ontop fees) you have two options:
Select all the invoices you want to pay and click on the "Export Selection Details" button, which is basically a pre-invoice with a summary of all the invoices you selected, including fees. So you will be able to see the total amount to be paid.
Select all the invoices you want to pay and then click on the "Pay your workers" button at the bottom.
Once you have clicked there, the following view will be displayed, where you will be able to see the total amount to be paid, including fees.
Payment process 💳
✔️ Step 4: Knowing the total amount to be paid with fees and having made all your internal arrangements to make the funds available, you can leave the default payment method, or you can click on "Choose another method" if you want to change it.
If you select "Choose another method", the following view will be displayed, and you will have to select another payment method from the ones you have registered or add a new one.
❗ Please take into account the fees associated with each payment method.
✔️ Step 5: With the payment method of your choice selected and having verified that the amount to be paid is correct, you must click on "Pay with Payment method".
Please take into consideration the following additional steps if you are paying by WIRE (International Wire Transfer):
✔️ Step 6: Once you have clicked on "Pay with Wire", the platform will show you the following warning to explain that you have 48 hours to upload the proof of the transaction. Otherwise, we will not be able to keep the exchange rate offered at that moment.
✔️ Step 7: Once you have clicked on "Accept and view bank details", the platform will show you the following view with all the details of the account to which you must transfer to Ontop.
⚠️ Things to keep in mind:
For Crypto payments, you must contact us through our support channels to request a payment link.
For WIRE and Crypto payments, you must upload the transfer receipt for us to approve your transaction. We invite you to read the following related article for more information:
If you pay with ACH or Credit card, you only need to verify that the transaction was successful. You can validate its status from the Invoices section, in the Transaction history tab.
Great job! By following these 5 simple steps, you'll be able to select and pay your workers' invoices with ease.
Pay Now: Traditional Contracts
Pay Now: Pay per Task
Pay Now: Results Driven
Pay Now: Bulk Payments
Congratulations, you have made it! 🚀
If you have further questions, feel free to contact our support team via chat 😊