Schedule a Payout
Streamline your workflow by scheduling payments to be auto-issued from your pre-funded balance at a future date.
To schedule payments, your user must have Payor permissions.
A payout must first be approved in order to be scheduled to be paid.
Why use scheduled payments?
Save time: Automate your payment process and reduce manual workload
Ensure accuracy: Avoid late payments and ensure funds are available on the payment date
Stay informed: Receive regular updates about your upcoming scheduled payments
How to schedule a payment:
Navigate under a Project
Select the payouts you would like to schedule to be paid in the future
*Approve the payouts if they aren't approved already
Click the Schedule button at the bottom of the screen
Edit the scheduled pay date, if needed. It will default to mirror each payout's due date.
Payments can not be scheduled for same day or in the past
🚨 If your balance is not enough to cover the total of the selected payments, you will be unable to schedule.
Once scheduled, the payments will move to the Scheduled tab
Payment will be issued on each scheduled pay date at 12 pm EST
Note: You can unschedule a payment at any time by selecting the checkbox or opening the payout's Payment Details window