This training video provides a comprehensive guide to managing payment batches within the PaymentWorks platform. It is designed for payer users involved in payment processing and focuses on how to receive notifications, upload and review Payment Instruction Files (PIF), and navigate various aspects of payment batch management.
Key Topics Covered
- Email Notifications: Understand how and when you’ll receive email notifications for pending payments requiring your review.
- Uploading Payment Instruction Files (PIF): Step-by-step instructions for uploading PIFs to the PaymentWorks platform, ensuring data accuracy and compliance with file requirements.
- Reviewing PIF Data: Learn how to validate and analyze the data within uploaded files, including identifying errors or unmatched records.
- Navigating Payment Batches: Explore how to access and review batches, assess payment types, and understand their statuses (e.g., Approved, Rejected).
- Batch Validation and Processing: Best practices for verifying batches, troubleshooting issues, and ensuring payment instructions are ready for release.
Click below to access the training video and enhance your expertise in payment batch management:
PaymentWorks Training - Reviewing Payment Batches