Make payments

Follow these steps to make payments to your payees:

1. From the "Reports" menu in Paladin, download the "Tipalti CSV" file to get all payments for payable payees. Payable payees are those who have filled in their payment details in the iFrame and have met the payer's criteria (e.g., how much the payee has to accrue to receive payment). The structure of the CSV file is based on the Tipalti required format.
   

Paladin trains you on how to handle the payment process, which payees are payable and included in the "Tipalti CSV" file, and how to download this file.

2. In the Tipalti:
   1. Go to Payments > Upload payment file.
   2. Click "Select" to open a window displaying your files.
      
   3. Select the "Tipalti CSV" file that you downloaded from Paladin and click "Open".
   4. Click "Upload" to view the "Submit payments" screen for a summary of the payment group. If errors are indicated, please fix the errors and upload the file again. Once the file passes validation with no errors, continue to the next step.
   5. Click "Submit", which creates a payment group in Tipalti. You can review details of the payment group on the "Payment history" subtab.
      
   6. Click the "Funds required" subtab to see a breakdown of the total funds required above the current account balance to cover all payments.
   7. Fund Tipalti via ACH or wire transfer. Tipalti then pays your payees.

After payments have been processed in Tipalti, the Tipalti payment status updates to "Paid". This information automatically syncs back to Paladin via IPNs (Paladin status updates to "Paid"). If a payment fails, the reason for the failure will sync back to Paladin.