Adding Payouts
Add payouts from the dashboard, a CSV file, the API, or a vendor’s payment request.
Adding New Payouts via the Lumanu Dashboard
Click Create on the left menu bar Click Create Payment Fill in field on the right menu bar Click Add Payout Navigate under the appropriate Lumanu ...
Add Payouts with a CSV Upload
Lumanu’s CSV upload functionality can be used to easily bulk create payouts for all of your vendors at once. CSV Format Requirements The Lumanu CSV up...
Add Payouts with the API
Use the Lumanu API to add payouts straight from your own systems, such as a campaign tool, CRM, or internal platform. Payouts created through the API ...
Add Payouts from a Vendor Payment Request
🚨 Vendors can only request payments from approved Lumanu Partners. To add a vendor as a Lumanu partner, have them sign-in or create an account via y...
Connect QuickBooks
Set up an integration with Lumanu and your existing QuickBooks account to create bills and bill payments in QuickBooks Online (QBO). Add payouts to Lu...
Edit a CSV Upload
Navigate under the Payouts tab under Needs Approval Click the ‘ Upload CSV ’ button Upload your .csv document Click into the cell that needs editin...
Edit a Payout
Only unapproved payouts created by your team can be edited. Vendor-created payouts cannot be edited. To edit approved payouts --> unapprove, edit ...
How to fund your Lumanu account
Expense Tracking - Invoices provide a clear record of the transaction, making it easier for your business and Lumanu to track expenses. Limited Payme...
Create a Funding Invoice for Approved Payouts
Use a funding invoice to pay for payouts you've already approved. This is called post-funding: you add and approve payouts first, then Lumanu creates ...
Apply a Deposit to Your Balance
Self-deposit management allows your team to: Ensure deposits are assigned to the right place Get access to your funds faster. No need to depend on Lum...
Approve and Issue Payouts
Approving and issuing payments is a straightforward process within your Lumanu account. Follow the steps below to approve payouts and initiate payouts...
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 ...
Cancel or Unschedule a Payout
How to unschedule a scheduled payment Navigate under your Scheduled Payments tab and select the payments you'd like to unschedule. Click Unschedule ....
Find Canceled Payouts
Lumanu's Canceled tab is a historical log of every payout that's been canceled for any reason within your workspace. What type of payouts are logged u...
Connect Zapier
Choose from 7,000+ apps to integrate with via Lumanu’s Zapier integration to create and approve payouts in Lumanu. Lumanu’s Zapier integration is invi...
Regenerate or Turn Off Zapier IDs
Click on your workspace (formerly known as organization) in the top left corner, then Settings . Navigate under the Integrations tab. Under the Z...
Connect Copper with Zapier
Lumanu's Zapier integration is invite only. To access the Lumanu app in Zapier, you must use the invite link below. Lumanu's private Zapier invite li...
Cobranded Vendor Onboarding
You can customize the vendor onboarding experience in Lumanu to reflect your brand. With Cobranded Onboarding, vendors invited to your workspace will ...
