How to Process Payments

After an Applicant has been awarded a grant, you must create cash payments to be processed and disbursed. All clients have the option to specify how they will be processed, known as the Payment Processor. The processor specified for a payment may impact the steps needed to complete the process.

Note: This resource is for cash payments only. For information about in-kind payments, see Create and Manage In-Kind Payments.

1. Create awards and payments.

2. View and manage payments that are available for processing.

   Note: Available Payments are broken into Included and Excluded Payments. Prior to sending payments to processing or creating a batch, it is recommended to place holds on any Included Payments that should not be processed and release any holds on Excluded Payments that can be processed. Additionally, you can update details like Attention, Designation, or alternate address.

3. Send your payments to processing using one of these methods:

   • Option 1 - Send all Available Payments to processing.

   • Option 2 - Organize Available Payments into batches to then send to processing.

     1. Create a batch of payments to be processed.

     2. Edit payments in the batch, if needed.

     3. Review the batch.

     4. Send the batch to processing.

        Note: Instructions may vary based on the Payment Processor. For specific details, see the YourCause Processed and Client Processed resources.

     5. Export the batch.

4. Update payment statuses in GrantsConnect.

   Note: Instructions may vary based on the Payment Processor. For specific details, see the YourCause Processed and Client Processed resources. For a description of each status, see the About Payment Statuses resource.

5. Complete the batch.

   Note: Instructions may vary based on the Payment Processor.

Tip: Although not required, you can notify Applicants and payees of payment statuses using the Notify payees tool. Learn more.

 

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