Page Comparison

On the Payment Manager page, you may view several details about payment batches and also take actions on batches or invoices within a batch. In a batch listing, there are 2 sections:

• Overall batch details.
• Payment summary by provider. Clicking on the overall batch summary opens this view.

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Overall Batch Details

The below list of items display for the entire batch:

• Fund account by: Date your account has to be ready for payment with the funds. Note that the payment will be initiated between 12 and 4 AM EST on the date specified here; make sure your payment account is funded the previous business day to ensure successful payment.
• Paid by: The date payments will be credited to service provider accounts.
• Amount: Net invoice amount to be paid for all invoices in the batch; this is the total invoice amount minus any discounts.
• Discount: The sum of invoice discounts applied to the total invoice amount.
• # Service Providers: Total number of service providers paid in the batch.
• # Invoices: Total number of invoices in the batch from all service providers.
• Batch ID: Batch identification number, generated when a batch is scheduled.
• Initiator: Indicates whether the payment was auto-initiated based on your payment frequency (AUTOPAYMENTSCHEDULER) or initiated through autopay settings for low invoice amounts (auto-pay).
• Payment Method: Expanding a batch by clicking on it displays the Payment Method and Pay <invoice amount> Now buttons. In Payment Method, the default payment method from which payment will be scheduled is displayed. Should you have more payment methods, a drop-down appears, from where you may select a different payment method than the default to pay a batch. The payment will be initiated from the specified account in the  original scheduled date.

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Note: Payment method can be changed before the Fund Account By date, and not after.

• Pay <invoice amount> Now: Click on a batch to view this button. Allows you to make immediate payment for a batch.

Payment Summary by Provider

Clicking a batch displays payment summary for each provider, and the actions that can be taken for that service provider’s invoices: Expedite, Defer, and Pay Now. The details in this summary include:

• Service Provider Name

• Status of the batch

• Amount: Total invoice amount for the service provider minus any discounts.
• Discount Amount: Total discount amount for all invoices from the service provider.

• View # Invoices: Opens the list of invoices for the provider. From here, you can defer, expedite, or pay individual invoices immediately using Pay Now, should this be required.

Action: This drop-down lists the actions that can be taken for the entire set of invoices from the service provider.

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Heading 2 looks like this - choose Heading 2 and then change the color to the top row, 5th from the left.

and Heading 3 should look like this - choose Heading 3 and then change the color to the top row, 5th from the left.