Processing general payments is simple. Just watch the video below.
General Payments is the ability to send a one-time payment to any of your employees. Please follow these steps to send funds in a flash:
- Log in to office.instant.co
- Ensure that the location(s) you would like to process payments for have been selected
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- Click the icon in the top left corner that either says your location name or ‘Multiple Locations’ and ensure the correct locations are selected
- Once this has been confirmed, select ‘Payments’ tab on the left side of the screen
- Select the ‘General’ icon
- You will be prompted to select the date you would like the payments allocated to, please ensure you have selected the correct date
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- If it is 12am - 3 am, the date will default to the previous day to make it easy for tip managers closing up late
- If it is after 3 am the following day it will default to the current date
- Please ensure that you have the filter selected for ‘All’ or ‘Active’ employees
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- All employees will include employees who have been removed from the program as well as active employees - for paying any terminated employees
- Active employees will only include employees that are currently active on the program
- Two prompts will show up - one for uploading a file and the other to manually enter payments, please select ‘Manually Enter’ (orange button)
- Enter in the amounts for employees needing to be tipped
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- You can search for their names in the search bar at the top if there are too many employees to scroll through
- Press Continue (General) at the bottom-right of the screen when all payments have been entered, it will ask you to confirm the total amount being paid out and the number of employees
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- Press continue to continue to process or back to fix the tip out amounts
- Payments have now been processed and a green success bar will show up next to the amount if they went through successfully.
- If any have failed, you will be notified as well - these payments can immediately be retried. If you are still unable to retry these payments, please contact our support team immediately for assistance.