How to upload business to business payment requests

Business to business payment requests can be uploaded in bulk. 

  1. Click on Tools and select Upload Payment Request from the navigation menu.
  2. Click on sample-template-file to download a template.
  3. Fill out the template with your payment request information. The following fields are required:
    1. Business Name
    2. Address 1
    3. City
    4. State
    5. Zip
    6. Email
    7. Invoice Date
    8. Invoice Due Date
    9. Invoice Number
    10. Part Number
    11. Description
    12. Unity Price
    13. Line Gross Sale
  4. Save the file. 
  5. Click on the Choose File button to select the file to upload.
  6. Click the Upload button to upload the file. A payment request email notification will be sent to all payees when the file is uploaded. An invoice will be generated for each payment request in the file upload. 
  7. The Outgoing payment page will be displayed. 

Note: An error message will be displayed if any of the invoices are not successfully uploaded. 

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