We'll show you how to quickly change the payment date for your workers' invoices without any hassle.
⚠️ Before we start, it's important to keep in mind that you can anticipate the payment date of your invoices, but you're not allowed to delay payments to your workers due to legal restrictions
To begin, choose the contract type associated with the invoice you want to edit:
You can also edit invoices in bulk:
📌 Traditional Contracts
✔️ Step 1: In the Traditional contracts tab of the Pay Now section, you must find the invoice you wish to modify and then, in the action buttons, click on the pencil icon called "Edit amount and payment date".
✔️ Step 2: When you have clicked on the edit icon, the following
window will be displayed:
Here, you can modify the payment date of that invoice. When you click on the "New payment date" field, a calendar will be displayed with all the days between the current date and the scheduled payment date on the invoice. From there, you can choose any day that works for you as the new payment date that's prior to the current payment date of the invoice.
✔️ Step 3: Once you've made your changes, click "Save" to update the payment date.
📌 Pay Per Task Contracts
✔️ Step 1: In the Pay per task contracts tab of the Pay Now section, you must find the invoice you wish to modify and then, in the action buttons, click on the pencil icon called "Edit amount and payment date".
✔️ Step 2: When you have clicked on the edit icon, the following
window will be displayed:
Same as the Traditional contracts, you'll be able to edit the payment date of that invoice. When you click on the "New payment date" field, a calendar will be displayed with all the days between the current date and the scheduled payment date on the invoice. From there, you can choose any day that works for you as the new payment date that's prior to the current payment date of the invoice.
✔️ Step 3: Once you've made your changes, click "Save" to update the payment date.
📌 Result Driven Contracts
In the case of Results Driven contracts, these do not have a payment date set in the contract, so payment must be made as soon as the specific projects, milestones, or results are delivered by the worker.
This means that, once you pay your contractor's invoice, and Ontop approves the transaction, the date of the current day will be assigned as the payment date of this invoice, and the payment will be added to the contractor's wallet in the next few hours.
Editing Multiple Payments ⚙️
✔️ Step 1: To edit multiple payments at once, you must go to the Pay Now section.
✔️ Step 2: Then, you must select the invoices that you want to edit and click on “Multiple payment editing”. You can select payments of more than one type of contract at once.
⚠️ You will see an important set of rules to keep in mind. After reviewing them, the Excel template file to edit payments will be automatically downloaded.
✔️ Step 3: Open the file and modify the payment dates as needed. It might be necessary to enable editing the file.
❗ Note that there are three worksheets in the file, one for each type of contract.
On each sheet, you'll find two sections of columns: one that is editable and another that is not editable. It's important to note that if a contract was created without enabling commissions, you won't be able to add them now unless an amendment to the contract is made. It's crucial to adhere to the rules regarding allowed amounts and dates. Additionally, ensure that each cell follows the correct format, such as entering numbers in numeric fields and text in text fields.
✔️ Step 4: After making the desired changes, simply save the file and upload it.
If any errors are found in the file, an option will appear to download a feedback file.
This feedback file will contain notes about the errors made. You must correct them and upload this same file.
❗ It is important to keep in mind that the changes made may take a few minutes to be processed. If you encounter any errors in the presented amounts, it is recommended to wait for a few minutes and refresh the page. If errors continue to persist, you can contact us for support.
Congratulations, you have made it! 🚀
If you have further questions, feel free to contact our support team via chat 😊