To import multiple Payments click the Import VeriPays button in the upper right of the VeriPays area or the Import Direct Bank Payments button in the upper right of the Direct Bank Payments area.
Note: Contacts must be added to your Organization (entity) first before importing Payments. Please see Contacts Overview for more information about adding, uploading, and managing Contacts for your Organization.
The Import VeriPays and Import Direct Bank Payments screens provide an overview of the fields required to import Payments and the template for importing VeriPays and Direct Bank Payments. Use the provided template to format your data before starting the import. Make sure your import file contains the header row included in the template file.
After Payments are imported, they will be placed in Draft status for review and then Publish & Send to Recipients.
Multiple Payments can be sent at once using the Batch Actions on the display grid in the Payments area. Please see Batch Actions for Payments for more information.