📔Create Cash Payment Manager


This guide provides the steps to configure the Cash Payment Manager.


The user should have a Program Administrator role.


  1. Navigate to Programs using the menu bar.

  1. Click on Configuration.

  1. Select Cash Payment Managers from the drop-down list.

  1. Click on Create.

  1. 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.

  1. Click on Add a Line under the Payment File Config.

  1. Select the file and click on Select.

  1. Click on Save and go to step#14.

  1. Click on Add a Line in Batch Tags configuration.

  1. A dialogue box appears. Click on Create.

  1. A new pop-up window appears. Enter the details.

  • Name: The name of batch tags

  • Order: The order number of this batch during sequential execution of the batches

  • 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

  1. Click on Save & Close.

  1. Click on Save.

  1. A new Cash Payment Manager is created and added to the list.

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