Must know
- Money collects in your balance account first, then is swept to your linked bank on your payout schedule (daily unless you change it) once your payment account is verified.
- Net is what was sent to your bank. Gross is Net plus Fees. Refunds in the batch count as negative amounts, so Gross is sales less refunds.
- Refunds come out of the same balance. If it runs short you can top up by card.
- Payouts pause if verification lapses and restart once you re-verify.
Before verification, Available Balance reads “Get paid in as little as 1-2 days” with Set up payments. Payouts need a bank account.
Payout history. Each row shows Date, Batch ID, Bank Account (masked), Type, Status, Gross Amount, Fees and Net Payout. The date is the paid date, or the created date until paid. Filter by Status, Type, From and To, or use Download Report for a CSV. Click a payout to open Payout Details, with a Timeline (Created, Scheduled, Est. Arrival, Paid) and Included Transactions, which are linked once the payout is paid. To match a deposit, see reconciling payouts.
Initiate Payout needs Financial Admin and a verified account with a linked bank. It always sends your whole available balance after refunds still processing are set aside. You cannot choose an amount.
When a payout fails. A “Payout failure detected” banner appears on the Payouts page. If your bank rejected the transfer, the payout shows “Action required”: update your bank account details. Any other failure shows “What happens next?”: the payout is retried on your next scheduled payout. Contact support if it keeps failing.
Gross, Fees and Net. Net Payout is the amount sent to your bank. Fees are the processing fees on the settled payments in that batch. Gross Amount is Net plus Fees. Refunds count as negative amounts, so Gross is sales less refunds for that batch, not total volume.
Why Gross does not match your invoice revenue. A payout only carries card and bank payments the processor settled in that sweep. Cash and e-transfer payments you record by hand, account credit and gift cards never appear in one. Payout dates follow settlement, not the month of the invoice or payment.
Refunds and top-ups. Refunds are paid from the same balance. If it falls short, staff with Financial Admin can click Top Up Balance on the Available Balance card, and the refund dialog offers it too. Top-ups are listed under Balance top-ups and left out of revenue reports. See top-ups.
If verification lapses. Payouts pause and the page shows “Payouts Paused - Verification Required” with a link to onboarding. Your club website is unpublished, and every Admin gets a “Payout account needs attention” email. When you re-verify, payouts restart and the website is republished if Uplifter unpublished it. See why your payout account needs attention.
Emails. By default only Admins get Payout Scheduled, Payout Deposited, Payout Failed and Negative Balance emails, plus “Payout account needs attention” and “Balance top-up credited”.
Related: How do I change my payout schedule or pay out now? · What is a balance top-up, and how do I add funds to my balance? · How do I see what’s in a payout and match it to my bank deposit? · Who pays payment processing fees on my sales?