Go to the Payments tab and click Create payments.
Fill in the fields:
Batch name — optional. If empty, the system generates one automatically (e.g., Batch from [date]).
Wallet address — select from saved counterparties or enter a new one(you can filter it by name counterparty, wallet name or wallet address).
Token — only tokens compatible with the selected wallet will be available.
Amount — the payment amount.
Note — add a comment to the payment. This comment will also be added to the transaction. Maximum length is 256 characters.
Due date — payment deadline.
Categories — you can assign a category to each payment row, or use "Apply category" to set one for all rows (or only the ones without a category) at once.
CSV import — download the example file to see the format, fill it in, and upload it (or drag and drop). A batch can hold up to 100 rows. If an imported address doesn't match any counterparty, you'll see a prompt to add it as a counterparty.
Choosing the paying wallet — after saving, you can preselect the wallet for each token. If you have proxy payments enabled, you can also pay from the Service Balance and split a batch across several wallets.
Approvals — if your workspace has approval rules, a payment that matches a rule is sent for approval instead of going out immediately. You can follow its status on the Payments page.
Add more rows or upload a CSV list if needed.
Click the "Save batch" button. After that, a form will appear where you can select the wallet to be used for payment.This wallet will be automatically preselected later when processing the payment.
How to create payment for invited manager?
Log in as an invited manager and create a payment as described above.
A payment is created in the Initial state. In this state, it is not visible to other teammates.
After creation, the owner or the invited manager can edit the payment if needed.
Once everything is ready, click the "Ready to pay" button.After clicking the button, the payment will move to the Pending status and will become visible to the other teammates
The company owner or invited manager with permission Send payments can either reject the payment using the Reject button or approve and pay it.