How to manage payment v1

Generate and manage your payments

How to generate a new payment?

  1. Go to Payroll
  2. Select Cycle
  3. Head to the Payments section
  4. Click on Generate payment
  5. A pop-up tab will appear
  6. Select which types of pay you want to generate the payment for
  7. Continue

A window with all of the employees to whom you imported results will appear

Check there are no mistakes

  1. Select the employees you want to include in your next payment
  1. Review the total amount and employees
  2. Click on Generate payment, located in the upper right corner

❗️ All payments are created in Processing status, indicating that the payment is ready to be processed in the bank. The payments in Processing status will show a tooltip indicating you how to proceed.


Edit and manage payments

  1. Click on the 3 dots on the right of your payment
  2. 4 options will appear:

Download SEPA:

As the bank account is validated when generating the payment, all payments will be ready to generate their corresponding SEPA file.

  1. Click on Download SEPA
  2. A popup tab will appear
  3. Select the Company bank account and the Legal entity
  4. Click on Generate SEPA

See details:

You will be able to see the details of the payment:

  • Status
  • Total amount
  • Employee name, amount paid, and bank account number

Mark as paid:

  1. Click on Mark as paid
  2. A confirmation toast with the message Payment marked as paid will appear
  3. The visible status will change from Processing to Paid.

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