Payments
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      Payouts Guide

      The Payouts feature in your dashboard helps you track payment disbursements efficiently. Here's a breakdown of the Payouts, how to use it, and the customization options available:

      Accessing the Payouts

      1. Navigate to Payouts: On your dashboard, go to the payments section, then click on Payouts to access the Payouts.

      2. Filtering: You can filter payouts by date range to narrow down your results.

      Key Features of the Payouts

      • Payout Overview: The table provides key information about each payout, including:

        • Amount: Total amount of the payout.

        • Status: Indicates the payout’s status, such as "successful."

        • Number of Transactions: The number of transactions included in the payout.

        • Payout ID: A unique identifier for the payout.

        • Date and Timestamp: The date and time when the payout occurred.

      • Payout Details: When you click on a specific payout, you'll be able to see a breakdown of the payout details:

        • Export Options: You can export the payout details as a summary or a more detailed export.

        • Deposit Information: View the amount, trace number, and processor platform (e.g., WorldPay).

        • Summary Breakdown: Includes:

          • Payout Type: e.g., donation, balance, reserve, or payout.

          • Designated Fund: The fund associated with the payout.

          • Transaction Count: The number of transactions included.

          • Gross and Fee Amounts: The total amount before fees, as well as the fees deducted.

          • Net Amount: The amount after fees.

      Transaction Breakdown

      • Payout Transactions: Click into a payout to view a more granular breakdown of each transaction, which includes:

        • Transaction Type: e.g., donation.

        • Fund Name: e.g., General Fund.

        • Gross and Net Amounts: The amounts for each transaction before and after fees.

        • Transaction Description: This includes donor information and the transaction date. You can click to view more details about the payment related to the payout.

      Remaining Funds and Payout Items

      • Balance Reserve: If there are any available funds not yet dispersed, or funds remaining from prior payouts, they will be listed here.

      • Payout Items: In the Donation View Page, you can click on the Payout ID to access the payout and see a detailed breakdown of payout items. This includes the payout ID, date, reference, description, gross amount, and fee amount for each related payment.

      Exporting Payout Data

      • Export Options: For your convenience, you can export payout data by clicking the Export button in the top right corner of the Payouts. You’ll have access to both summary and detailed export options, which are stored in the Data Exports table.

      This guide covers the essential features of the Payouts, how to filter and view transaction details, and options for exporting payout data.