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Beginner8 min

Set up your first payment workflow

Create a repeatable flow for collecting and sending money — from a single payee to scheduled batch payouts.

Step by step

  1. 1

    Open Payments and choose New workflow, then pick whether you're collecting or paying out.

  2. 2

    Add payees manually or import a CSV, and set the amount, currency and schedule.

  3. 3

    Attach an approval step so a teammate signs off before anything leaves the account.

  4. 4

    Run a test with a small amount, confirm it lands, then switch the workflow live.

Keep learning

Intermediate

Build a forecast you can trust

Beginner

Automate recurring invoices

Advanced

Configure fraud alerts the right way

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