Get Started with Payment Processing

Cash and in-kind grants are paid out to applicants in a series of payments. In-kind items are typically fulfilled in a single payment and processed through GrantsConnect. On the other hand, cash grants can be disbursed in as many payments as needed. Disbursements can be made through YourCause or the client's own bank.

Explore the resources below to learn more about the Payment Processing area and paying awards.

Key Features

  • Create awards with cash or in-kind payments

  • Option for the client or YourCause to process cash payments

  • Group payments into manageable batches

  • Integrate payments with your Accounts Payable (AP) system

Learn More

Note: For more information, see the Create Awards and Process Payments resources. Refer to Glossary > Financials for definitions.

It is recommended you follow the best practices outlined below for processing payments in GrantsConnect.

  • Before creating a batch, place holds on any payments that should not be processed, release holds on any held payments that are ready for processing, and update details like Attention, Designation, or alternate address. Learn more.

  • If payments are processed by YourCause, create an open batch rather than sending all Available Payments directly to processing. This allows you to modify and review payments before sending them. After they are sent to the YourCause Processing Tool, you cannot add, edit, or remove payments. Learn more.

  • If payments are processed by the client, update statuses in GrantsConnect as they are funded, disbursed, etc. This keeps both systems in sync and allows more transparency to applicants on the status of their award. Learn more.

There are several steps you should take before processing payments.

  1. Ensure you have at least one budget and funding source attached to your program cycle that you can use to create payments. The budget should have sufficient funds and use the processor of your choosing.

  2. Approve the applications that will be awarded.

  3. Create awards and payments for the approved applications.

How you process payments will depend on several factors - the payment type (cash or in-kind) and Payment Processor.

Note: The Payment Processor is the party responsible for handling cash payments. This falls to either the client or YourCause and is defined at the funding source level. Learn more.

Payments in a batch that has been sent to YourCause for processing can be recalled by removing the payment from the batch. Learn more.

Note: This option is only available for batches with a status of Sent to processing - Pending. Payments cannot be recalled from completed batches.