How to Setup Payout Accounts

Set up a payout account to transfer completed card and ACH payments to a US bank account of your choice.

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Last updated 4 months ago

How to Setup Payout Accounts

Set up a payout account to transfer completed card and ACH payments to a US bank account of your choice.

Why Set Up Payout Accounts?

Setting up Payout Accounts allows you to automatically receive completed card and ACH payments to a bank account of your choice.

 

Prerequisites

  • You must be an authorized billing contact with at least one active customer profile.
  • You must have a valid US bank account and physical address to switch to live mode. Simulated bank info is generated for test mode.

 

How to Set Up Payout Accounts

Step 1) Login to the Billing Center and click on Payouts.

Step 2) (optional) If you have multiple customer profiles, choose the customer profile in the top right switcher.

Step 3) Click on the Manage Payout Accounts button.

Manage Payout Accounts Button

Step 4) In the ADD PAYOUT ACCOUNT form, enter an account name and click Add.

The account name is for your organizational purposes and can be changed later.

Step 5) You'll be redirected to the newly created account. Finish the setup by entering the remaining fields. By default, the account will only work for test-mode transactions.

Click on Save to have any changes take effect.

What to Expect

Once a Payout Account is linked to a Payment Portal, any completed transactions will immediately show on the Billing Payouts page.

Once a Payout is scheduled, the Notification Email will receive an email message with a summary of the payout and a PDF of the transactions.

Once the ACH is transferred, the Notification Email will receive an email message with the ACH confirmation number. In Test Mode, the ACH confirmation is simulated.

The bank information will be validated based on your routing number:

Bank Routing Number Validation

 

Payout Schedule

  • Manual - manually choose when to transfer a completed transaction to your bank account.
  • Auto-Daily - completed transactions will be paid out on a rolling daily basis.
  • Auto-Weekly - completed transactions will be paid out on a rolling weekly basis.
  • Auto-Monthly - completed transactions will be paid out on a rolling monthly basis.

 

Notes:

  • Transactions take up to 1 business day to process before being available for a payout.
  • If an ACH payout is scheduled for a weekend or Federal holiday, there may be a delay in receiving the transfer to your bank account.
  • You can create any number of payout accounts. Each payment portal can be linked to only one payout account at a time.

Payout Dual Approvals

Prevent unauthorized changes to your payout accounts by entering two separate email addresses in the Approver 1 and Approver 2 fields.

When an authorized billing contact makes a change to a payout account, we'll send an email to both approver addresses. The approval must be completed within 72 hours by both addresses, or it will be canceled.

  • Only one pending change can be submitted at a time.
  • Each approval email receives a unique code. 

Pending Payout Account Change

Previous payout account changes with their respective status are shown below the payout account form:

Payout Account Previous Changes

 

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