Payout Batches

Overview

Payout batches are used to pay out providers. A payout batch is a collection of transactions that are paid out to providers. Usually payout batches are aligned with a pay period, but you can create them as you see fit.

Creating a Payout Batch

To create a payout batch, follow these steps:

1. Navigate to the Payouts page.
2. Click the "New Payout Batch" button.
3. Enter the description for the payout batch.
4. Select the start and end dates for the transactions you want to process payouts for.
5. Click the "Create Payout Batch" button.

Once you have created a payout batch, you can see the list of transactions that are part of the batch. You can also see the total amount that is being paid out for each provider. The payout batch will be in draft mode until you finalize it.

Finalizing a Payout Batch

Finalizing a payout batch will process the payouts for the transactions in the batch. This process is irreversible, so make sure to review the payout batch thoroughly before finalizing it.

If you need to make changes to the payout conditions, you can do so and then re-run the payout batch to calculate the new payouts. If you need to change Description, Start Date, or End Date, you can do so by deleting the payout batch and creating a new one.

Once you have confirmed that the data is correct, you can finalize the payout batch by clicking the Finalize button.

Re-running a Payout Batch

Re-running a payout batch will recalculate the payouts based on the current payout conditions. This is useful if you discover that payout conditions were incorrect or if you need to add new payout conditions. To re-run a payout batch, follow these steps:

1. Navigate to the specific batch on Payouts page.
2. Click the Re-run button.
3. Review the payout batch to ensure accuracy.

WARNING

Re-running is only available for payout batches that are in draft mode. Once a payout batch is finalized, you cannot re-run it.