To ensure the success of the first payment cycle in TUNE Pay, a few administrative tasks must be accomplished. Here are some key steps to take to make sure the payment cycles run smoothly and efficiently.
Grant employees access to TUNE Pay
It is best to determine which employees to grant access to TUNE Pay prior to the first payment cycle. In order to do so, please reference Managing Employees in TUNE Pay for more information.
Review and adjust Account Settings
Next, it's best practice to review Account Settings to make sure they are aligned with the specific needs of your business. Specifically:
- Partner Invoice Generation Delay
- Add Un-invoiced items to Auto-generated Partner Invoices
- Minimum Threshold for Auto-generated Invoices
- Default Invoice Approval Method
- Email Notifications (separate tab)
Collect Tax and Payment Information from Partners
Finally, to generate invoices and payments, every partner will need to submit tax and payment information to TUNE. (Tip: It is recommended to get this process started as early as possible, as it can take some time to complete)
To see how partners can submit their tax and payment information, please reference our Partner Experience document.
To pull a list of partners that need following up, please reference our Partners List document.