Rho allows clients to efficiently manage their payments by adding payment dates to multiple payments simultaneously through a bulk action. This feature is designed to streamline the payment scheduling process, making it more efficient and less time-consuming. Here’s how you can take advantage of this new functionality.
Steps to Bulk Add Payment Dates
- Navigate to the Payments tab on your Rho Dashboard.
- Go to the Draft table where your pending payments are listed.
- Select the payments you wish to add a payment date to by clicking on the checkboxes next to each payment.
- Once you have selected the desired payments, click on the Update Payment Date button at the top of the table.
- A calendar interface will appear. Select the desired payment date for the selected payments.
- Confirm your selection to apply the payment dates to the selected payments.
This feature is particularly useful for businesses that handle a large volume of transactions and need to schedule multiple payments efficiently. By using the bulk add payment date functionality, you can ensure that your payments are organized and scheduled according to your business needs, all from a single interface.
This feature is available for all payment types listed in the Draft table, including checks, ACH, wires, and single-use virtual Rho cards.
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