Now you can upload a file to send up to 100 payment requests in one click!
Please make sure the file follows our required template (download below).
If the payer does not already have a CargoWALLET account, they will receive an email from us to help them sign up & register, following which they can make the requested payment.
How to format and upload your Invoice(s)
This is an instructional guide on how to best format your Payment file for a smooth and seamless upload on CargoWALLET.
Step 1: Downloading the CSV file
To best utilize the GetPaid Batch Upload Feature, we have provided users with a template that is downloadable on the GetPaid page.
Step 2: Formatting the CSV file
After downloading and opening the CSV file with Microsoft Excel you will be presented with this. A sheet with many columns for you to fill up. Do not be alarmed - It's simple!
We have included some sample fields in the downloadable file
[Mandatory] Due date
This is the payment due date. If the buyer has not paid by the due date, the transaction becomes overdue.
e.g. 15/6/24
[Mandatory] Transaction Category
This is the transaction category that will help the buyer understand why you are asking for payment.
Transaction category must be one of the following :
Freight/BOL
Demurrage
Invoice Number
Bill of Landing
AWB
Terminal Fee
Storage
[Mandatory] Reference
This is the transaction reference that will help the buyer understand why you are asking for payment.
e.g. 123456A
[Mandatory] Amount
This is the transaction amount.
e.g. 200
[Mandatory] Currency
This is the transaction currency code.
e.g. EUR
[Mandatory] Recipient
This is the transaction recipient (the buyer).
It can be wether an email address wether a company name. If the e-mail address does not belong to an existing user, the payer will have to register to make the payment.e.g. Schenker
e.g. test@test.com
[Mandatory] Country
This is the buyer country code.
e.g. FR
Step 3: Saving the file and naming it
After the file has been completed, save it. Ensure that all fields are in the correct format.
Name the file according to something easy to refer to:
e.g. Get_paid.csv
Step 4: Uploading the completed file
After the file is ready, upload the file and click on "Browse'' or drag and drop the file.
After the file has been successfully imported, any issues with the information will be flagged out and you will still be able to make edits to the relevant fields. From there, all you need to do is to click on the REQUEST ALL or REQUEST PAYMENT buttons.
ALL DONE!
What happens after you have requested a Payment?
After you have clicked on the REQUEST ALL or REQUEST PAYMENT buttons.
You will be able to track every single Payment requested and view their corresponding status in the status column.
Payment request Statuses Explained
 | This means that the payment request has been sent to the recipient. The payer will have to register on CargoWALLET in order to make the payment. |
| This means that the payment request has been sent to the user. |
| This means that the user hasn't been payed before the due date. |
 | This means that the buyer has payed the due amount. The transaction is settled. |
Support
If you have any questions regarding the formatting or about the Allotment feature in general. Reach out to us at support@cargoai.co