# Create File Payment Manager ## Description This guide provides the steps to configure the File Payment Manager. ## Pre-requisites The user should have a Program Administrator role. ## Steps 1. Navigate to *Programs* using the menu bar.

2. Click on *Configuration*.

3. Select *File Payment Managers* from the drop-down list.

4. Click on *Create*.

5. Enter the details. * *Name:* Name of the manager * *Program:* The program that will use this Payment Manager * *Automatically Created Batch:* If enabled, the system creates batches automatically * Currency: Currency used for beneficiary payment * *File Document Store:* The type of storage used for the payment file * *Payment File Config:* The name of the payment file The payment file is configured based on the state of the *Automatically Created Batch* checkbox: **Disabled:** Only one payment file is associated with this payment manager and configured using the *Payment File Config* dropdown. Go to step#6. **Enabled:** Each batch has one payment file configured as part of the *Batch Tags* configuration. In this case, the *Batch Tags* configuration replaces the *Payment File Config* dropdown. Go to step#9.

6. Click on *Add a Line* under the *Payment File Config.*

7. Select the file and click on *Select*.

8. Click on *Save* and go to step#14.

9. Click on *Add a Line* in *Batch Tags* configuration.

10. A dialogue box appears. Click on *Create*.

11. A new pop-up window appears. Enter the details. * *Name*: The name of batch tags * *Order*: The order number of this batch when the system executes the batches sequentially * *Domain:* Filter to add the criteria for this batch * *Max Batch Size*: Maximum number of payment entries in the batch * *Render per payment instead of batch*: If enabled, the payments are rendered individually instead of in a batch * *File Config:* Name of the payment file for this batch

12. Click on *Save & Close*.

13. Click on *Save*.

14. A new File Payment Manager is created and added to the list.