Payout Management
This section explains how payout sources and beneficiaries are managed, how approval workflows and policies are enforced, and how execution rules and schedules support reliable fund distribution. It also highlights how task-based reviews provide accountability and visibility throughout the payout lifecycle.
Together, these components enable businesses to reduce risk, maintain compliance, and scale payout operations with confidence.
Manage funding sources used for payouts. Sources define where funds originate and ensure payouts are executed from approved and configured accounts. For further details, refer to the Sources section.
Configure and manage merchant accounts linked to payout sources. These accounts act as operational entities for initiating and tracking payouts. Additional information is available in the Merchant Accounts section.
Maintain beneficiary profiles and bank account details. Beneficiaries are the recipients of payouts and must be validated before any execution. For a detailed explanation, see the Beneficiaries section.
Create payout intents to define what should be paid, to whom, how much, and when. Intents act as the starting point for payout processing and approvals. More details can be found in the Payout Intents section.
Apply governance rules that control payout actions such as creation, updates, deletions, and executions. Policies enforce compliance, limits, and approval requirements. This topic is explained in detail in the Policies section.
Define approval workflows that determine how payout-related actions move through users and roles. Workflows ensure the right approvals occur at the right stages. Refer to the Workflows section for comprehensive guidance.
Configure when and how payouts are executed. Execution rules define conditions, while schedules control timing, batching, and automation. More details can be found in the Execution Rules & Schedules section.
Track and manage payout executions in real time. Monitor execution status, retry failed payouts, review errors, and access execution details. More details can be found in the Executions section.
View and act on tasks assigned to you as part of approval workflows. Tasks represent pending actions such as approvals or rejections required to progress payouts. Refer to the My Tasks section for comprehensive guidance.
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