Bulk Payments

Make a Bulk Payment Pay existing beneficiaries Confirm or Decline

Bulk payment transfers

Need to make bulk payments like transfers or salaries to multiple beneficiaries at once? The following steps will help you efficiently initiate these payments and manage your transactions.

Make a Bulk Payment

Step 1 of 12

Click on ‘Payments’ from the toolbar on the left of the screen

A drop-down list will appear to choose from, click on ‘Transfers’. You will be redirected to the ‘Payments’ screen.

Step 2 of 12

Click on ‘Bulk Transfer’ from the top right of the screen

You will be redirected to the ‘Make a payment’ pop-up window.

Step 3 of 12

From the 'Make a Payment' pop-up, select your payment method

Use the bulk payments template, add existing beneficiaries, or choose from previous bulk payments. You will be directed to the 'Select Transfer Type' screen.

Step 4 of 12

Select the transfer type

Choose from Transfer, Salary, Bonuses, all transfers share the same template.
Click 'Salary' to go to the 'Upload a File' pop-up window.

Step 5 of 12

Download your bulk payment template from the ‘Upload a file’ pop-up window

Click on the ‘Download XLSX template’ in the middle of the pop-up window.

Step 6 of 12

Click on the ‘Download XLSX template’ in the middle of the pop-up window, and a pop-up window on the screen will appear to confirm the download is completed. Click on the downloaded file to fill in the recipients’ payment information. You can also get a preview of what to fill in the template by clicking on 'How to use the template' if required

Fill the sheet and upload the file.

Step 7 of 12

Review the details of the transfer from the 'Send money' pop-up window

This pop-up window previews the information from the Excel sheet you uploaded. To edit any details, click 'Edit list' to begin editing on the same pop-up page.

Step 8 of 12

Delete or edit the details of the transfer from the 'Send money' pop-up window if required

Check the box next to the beneficiary you want to update and make your changes. To delete, select the rows and click 'Delete Selected.' A confirmation pop-up will appear, after you confirm, you will return to the same 'Send money' pop-up page.

Step 9 of 12

Review and confirm the details from the 'Send money' pop-up window

Click on 'Stop editing' to be directed back to the main 'Send money' pop-up window and click on 'Continue →' to be directed to the 'Payment account' pop-up window.

Step 10 of 12

Choose your payment account from the 'Payment account' pop-up window

Select your payment account from the 'Payment account' dropdown box, add and reference notes in the reference ID textbox, review the transfer amount, and click on 'Continue →' to be redirected to the 'Review payment' pop-up window.

Step 11 of 12

Submit the bulk transfer for review in the ‘Review payment’ pop-up window

Review your payment details and click on 'Submit for review' for bulk transfer to be reviewed by the approver.

Step 12 of 12

Your payment has been submitted successfully for review

This request will now be sent to be reviewed by the authorized approver user.

Bulk payments to existing beneficiaries

Step 1 of 13

Click on “Payments” from the toolbar on the left side of the screen

A dropdown list will appear click on ‘Transfers’. You will be redirected to the ‘Payments’ screen.

Step 2 of 13

Click on “Transfers” then Click on “Bulk Transfer” from the top right corner

You will be directed to the “Make a payment” popup window

Step 3 of 13

Click on “Bulk payment”

You will find a list to choose from, click on “Add existing beneficiaries”

Step 4 of 13

Click on “Add existing beneficiaries”

You will be directed to a popup window where you can select the transfer type

Step 5 of 13

Select Transfer Type

You will be directed to your list of existing beneficiaries. Check the box of the beneficiaries you want to make a transfer to then click on “Continue →”

Step 6 of 13

From the “Payment Details”

Select the currency and transfer amount for the first beneficiary, then click on “Next beneficiary →”.

Step 7 of 13

Next beneficiary→

Select the currency and transfer amount for the first beneficiary, then click on “Continue →"

Step 8 of 13

From the “Send Money” screen, review the payment details

You can delete a beneficiary from the “Edit list” button

Step 9 of 13

Click “Edit list” from the “Send money” screen

Check the box next to the beneficiary to delete beneficiaries then click “Delete selected”

Step 10 of 13

Click on “Stop editing”

Then click “Continue” to be redirected to the payment account popup window

Step 11 of 13

Select Payment Account

And add the unique reference ID then click on “Continue→”

Step 12 of 13

Review Payment

You will be directed to a popup window where you can review your payment. Once done, click on “Submit for review”.

Step 13 of 13

Bulk Payment

Your payment has been successfully submitted for review.

Confirming payment according to the permissions workflow

Step 1 of 8

Find the pending cliq in transfers

Click on “...” more next to the instant cliq payment you wish to proceed with
A drop down list will appear to either review payment, confirm or decline.

Step 2 of 8

Confirming your payment

From the drop down list to confirm payment, click on confirm.
Which will redirect you to Review payment pop up window.

Step 3 of 8

Review and confirm your payment details

Carefully review your payment details then click on ‘Confirm’ to be redirected to a confirmation pop-up.

Step 4 of 8

Confirm the payment

Click on ‘Confirm’ to be redirected to the “Review payment’ success pop-up window.

Step 5 of 8

Sucess screen

Your payment has been successfully submitted!

Step 6 of 8

To decline

From the drop down list to decline payment, click on decline
You will be redirected to Decline payment pop up window.

Step 7 of 8

Decline your payment

Click on ‘Decline’ to be directed to the ‘Decline payment’ pop-up confirmation window.

Step 8 of 8

Success Screen

Your payment has been successfully declined!

Published:

12 September 2024

Tags:

Transfer Account

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