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Must know
  • Locked until you’re set up: the Payout schedule stays locked until payments are verified and a bank account is linked. Changing it needs Create Financials.
  • Initiate Payout sends everything available: it is for Financial Admin only and always sends your whole available balance, minus refunds still processing.
  • The page syncs itself from time to time when you open it. Click Sync to pull the latest statuses at any time.
  • Download Report exports every payout that matches your filters, including the Type filter.
Where to find it. Go to Financials > Payouts. The header reads “Payouts are processed daily via automated sweeps” (or weekly or monthly, to match your schedule). Cards show your Available Balance, Pending Balance and Total Paid (YTD). Clubs that are not verified see Set up payments on the Available Balance card instead. Who can do what. Staff with Create Financials (Admin and Accountant by default) can change the schedule; other staff can open the dropdown but get an error when they save. Only Financial Admin (Admin by default) sees Initiate Payout and Top Up Balance.
1

Change your payout schedule

In the Payout schedule card, choose Daily, Weekly or Monthly. It saves right away and a message confirms it. Until you are verified, the card shows Locked until onboarded.
2

Pay out now

In the Payout history header, click Initiate Payout (it is disabled when nothing is available). Any amount the Available Balance card shows as “in refunds processing” is held back; if it uses up your balance, you are asked to retry once refunds settle. The dialog shows your Available balance. Choose Confirm Payout. Funds typically arrive within 1-2 business days. The payout appears at once as Manual with status Pending or Scheduled, then moves to Paid (or Failed if the transfer is rejected).
3

Add funds if you need to

Click Top Up Balance on the Available Balance card to add your own money by card. See What is a balance top-up, and how do I add funds to my balance?. Top-ups are listed under Balance top-ups as Processing, Completed or Reversed, and are left out of revenue reports.
4

Sync

Click Sync to pull the latest payout statuses. You see “Payouts synced”.
5

Filter and export

Click Filters and narrow by Status, Type (Scheduled or Manual), From and To. Dates use the day the payout was paid (or recorded, if not paid yet) in your club’s time zone. Click Download Report for a CSV with Date, Time, Batch ID, Bank Account, Transit, Institution, Type, Status, Gross, Fees, Net and Currency. Click a payout to open its details.
Matching your bank statement. A bank deposit described “EXT BAL SWEEP” (with a reference after it) is a scheduled payout. Open the payout to see its payments: How do I see what’s in a payout and match it to my bank deposit? If something is wrong. “Payouts Paused - Verification Required” means a verified account needs attention: click Go to onboarding. “Payout failure detected” means a payout failed: click it for the reason. Related: How do payouts to my bank work? · What is a balance top-up, and how do I add funds to my balance? · How do I finalize payments and get paid out?