How Can I Make Batch Payments?

Making Batch Payments on Bujeti

Uchechi Ukandu

Last Update 7달 전

Batch payments allow you to send funds to multiple recipients in a single transaction, saving you time and simplifying your payment process. Whether you're paying vendors, employees, or other beneficiaries, Bujeti makes it easy to handle bulk payments efficiently.


 Follow the steps below to get started:


Step 1 - Log In 

Log in to your dashboard and navigate to one of the menus that allow you to make payments. You can access the "Send Funds" button from the "Dashboard", "Transactions", and "Accounts" menus.


Step 2: Select "Send Funds"

At the top right of your Dashboard, you will see the "Send Funds" button. Clicking this takes you to the payment initiation screen, where you can choose how to send money.


Step 3: Choose "Batch Payment"

After selecting "Send Funds", you'll be given various payment options. Choose "Batch Payment" for sending multiple payments at once, ideal for paying multiple vendors or handling bulk transactions.


Step 4: Choose a Batch Name and Download the Template

To proceed with batch payments, create a Batch Name and download the provided template. This will help you to organize the payments efficiently.


Step 5: Fill in the Template

In the template, add the necessary information like:

  • The Recipient's name
  • Account Details
  • Bank Name
  • Category of the Payment
  • Description of the Payment

Once completed, upload the file to the platform.


Step 6: Manual Entry Option

You also have the option to manually input payment details directly on the platform. Fill in the bank details, source of funds, amount, payment category, and description.


Step 7: Save the Batch Payment

Once all details are filled in, click "Save" to store the batch payment information before review.


Step 8: Review Payment Details

Before submitting, carefully review the details of each payment to ensure accuracy.


Step 9: Submit the Payment

Once you're confident that the details are correct, click "Submit" to proceed with the payments.


Step 10: Confirm the Bulk Payment

A final confirmation screen will appear, allowing you to verify the details one more time before completing the transaction.


Step 11: Complete the Payment

If everything looks correct, click "Confirm" to complete and finalize the bulk payment.


Additional Note: Schedule Payments

Bujeti allows you to schedule both single and bulk payments easily and efficiently. Click here to learn more about how to schedule payments.

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