• What the Batch Payments feature offers and when it can be used

• Step by step instructions

The Batch Payments process allows agency partners to pay multiple invoices in one transaction. From the Balance Accounting tab here, your accounting team can simply check the boxes on each row that you’d like to pay at that time, select the payment method, and initiate the transaction in a few quick clicks.

This process saves time and effort by avoiding multiple unneeded transactions.

The following instructions show the process for agency account users to make a batch payment to your company.

1. Locate the Balances tab here in the Accounting section of the sidebar
   

   

2. Using the checkboxes on each line item, select all invoices to be paid in the batch payment

3. When all desired invoices are checked, enter the payment method details, read and confirm the terms and conditions, and click Make payment

   To enlarge screenshot, double click on the image below:

Once a payment is initiated, users can view the transaction details and invoice breakdown in the Bank Transactions tab here and can click on any transaction row to view the full payment details.

You can also filter and download reports from this tab that will show their payment history by clicking on the Export CSV button in the top righthand corner:

Once an ACH payment is initiated, the recipient (Ascend) CANNOT stop or modify the payment in any way (banks won't allow us to do so). The payor would need to contact their bank to get the payment stopped.

Once a payment is initiated, users can view the transaction details and invoice breakdown in the Bank Transactions tab here under the Accounting section in the sidebar and can click on any transaction row to view the full payment details:

Need more help? Contact us at support@useascend.com for more help.