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Payments

Pay milestones, applications and contacts in payment batches, review and approve them, and keep each payment on its record.

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Payments is where your organisation records what it pays to applicants. You gather payments into a payment batch, someone reviews it, and once it is approved you mark it as paid. Each payment stays on the milestone or application it pays.

This appears only when it is turned on for your organisation. The Payments menu also needs the Can access Payments permission; approving a batch needs Can approve Payment Batches.

Labels that name Payment, Payment Batch, Milestone, Application and Applicant use your organisation's own term if you've renamed it.

What a batch holds

A payment batch is a list of payments made together. Each payment is one of three kinds:

  • a Milestone Payment, for an approved milestone;
  • an Application Payment, for an approved application with no milestone;
  • a Contact Payment, for an applicant who is not paid against an application.

A batch's statuses

  • Draft: being prepared. You can change it or delete it.
  • Sent for Review: waiting for the reviewer you chose. It can still be deleted.
  • Approved: approved for payment. It can no longer be deleted.
  • Paid: marked as paid.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.