Paying your staff on VirtualStaff.ph is a seamless process. Follow these steps to ensure timely and secure payments.
Step 1: Reviewing Invoices
Your staff can generate an invoice based on their recorded working hours. When an invoice is raised, it will appear in your dashboard under the "To-Do" list.
1. Click on "Review Now: Salary Invoice Request" to view the invoice details.
2. Alternatively, navigate to the "Salary Request" section from the left-hand menu.
3. Locate the invoice that needs to be processed, check the boxes of the salary requests invoices you want to approve and pay.
4. To view the invoice, click the eye icon on the right side of the listed invoice.
- You have the option to view the invoice and approve or reject it.
Step 2: Approving the Invoice
- Click Approve Selected, verify the final invoice details, then confirm approval.
- There is also an 'Approve' option when you want to view the invoice as per instructed above.
- Confirm the invoices to be approved either one invoice only or more in once batch.
Step 3: Process Payment (Consolidated or for one invoice)
- From Payment Processing tab, click 'Confirm Salary Payments' tab.
- If there are invoices you’d like to return to unapproved status or exclude from the consolidated list for payment, you can simply remove them by clicking the trash icon.
Step 4: Confirm and proceed payment
- Review the payment summary, including total amount and VirtualStaff rate.
Click Proceed to Payment to complete.
Step 5: Selecting a Payment Method
You have two payment options: Card Payment or Bank Transfer.
Paying via Card
1. Select "Card" as your payment method and click "Confirm."
2. If your card details are not saved, click "Add New Payment", enter your card information, and then click "Proceed to Pay."
3. Review the full payment breakdown and click "Pay" to complete the transaction.
4. Once processed, the invoice status in the "Salaries" section will change to "Payment Processing."
Adding Cards and Managing Payment Methods
Adding a Card
1. To add a new card, navigate to your Dashboard and click on 'Payment Method' in the left sidebar menu.
2. On the Payment Options page, simply click the 'Add Card' button and enter the required details.
3. Once you've filled in the information, click 'Add Card' again to finalize the process.
Deleting or Changing Payment Details
Note: For security reasons, users cannot edit saved card details directly. If you need to make changes, you must first delete the existing payment method and then add a new one with the updated information.
To delete a payment method, go to the Payment Methods page and click the Delete button (trash bin icon) for the card you wish to remove.
