How To: fill out and upload your bulk payment template - Fixed Amount and Pay Per Task

This template lets you create multiple payments at once, instead of adding them one by one. Each row becomes an invoice, and once you upload the file, the system creates a paylist ready for review.

Before you start

1. You can edit the template in Excel or Google Sheets.
2. To edit it in Google Sheets, click File > Import and upload the template you just downloaded.

Understanding the rows

1. Each row represents one payment, which becomes an invoice. Add or remove rows depending on how many payments you need. To create more than one payment for the same worker, copy and paste the data from the NOT EDITABLE section into a new row.
2. Do not modify the data in the gray NOT EDITABLE section.
3. Every row needs a payment amount, either in Compensation or in one of the extra payments columns. Rows without an amount will not be processed.
4. Every row needs a payment date. Rows without one will not be processed.
5. Use the Notes column to add any note you want to appear on the worker's invoice PDF.
6. Do not delete any tab from the file. If you don't need one, just leave it empty.

Fixed Amount vs. Pay Per Task

1. In the Pay Per Task tab, fill out either Units of Work or Payment, not both. The system calculates the other automatically when you upload the file. For example, you can enter the hours worked and let the system calculate the total based on the price per unit, or enter the total payment directly and let the system calculate the units worked.
2. If you fill out both tabs, the system creates two separate paylists in the platform, one for Fixed Amount and one for Pay Per Task.

Formatting the payment date

1. Make sure the Payment Date column is formatted correctly. Double-click the cell, if a calendar shows up, the format is correct. If the date isn't formatted properly, the upload will return an error.

Uploading the file

1. If the file has errors, the system returns a copy with an error report, highlighting each issue and why it happened. Fix the errors directly in that file and upload it again.
2. Do not edit column titles, add extra tabs, or change headers. Only edit the blue section for each payment.
3. You can add extra tabs, columns, or notes while you work, but remove them before uploading, or the file will return an error.

Once your file uploads without errors, your payments are ready to review before you approve them.