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Smart Payouts [Non-Accommodation]

Help PayDocker
Updated

Smart Payouts allow for easy reconciliation of your payments. Each time a payment is collected, a withdrawal request will be created for the payment and sent to your bank. 

You can find these settings under Automation

1. Select Settings > Automation > Payout > Smart Payouts

2. After selecting Smart Payout (4) you can edit the settings under Manage Smart Payout Settings (6)

Smart Payout settings for Tokens

  • Select your desired currency (A).
  • You can configure for either Booking (B) or Service (C).
  • Configure when you would like to process the payout. The options include:
    1. If the free payout threshold is not met, process the available token balance
    2. If the free payout threshold is not met, don't process 
      ** If you choose not to process the withdraw, the value will remain in your balance until you manually process it

      ⚠️ Read more about token balances here
  • The transfer reference (I) will be how you would identify the payment. Within the transfer reference, you can configure for 2 things:
    • The elements (G) will be used to generate a unique reference for each payout transaction. You can select between these 4 options:
      • Booking ID
      • Issuer ID
      • Issuer Name
      • Token ID
  • The Separator (H) field lets you define a character to separate the selected elements

2. Press Save (J) to lock in your settings

Smart Payout settings for Object

  • Select your desired currency (1).
  • You can configure for either Booking (2) or Service (3).
  • Configure when you would like to process the payout. The options include:
    1. If the free payout threshold is not met, process the sold object value
    2. If the free payout threshold is not met, don't process
      ** If you choose not to process the withdraw, the value will remain in your balance until you manually process it

      ⚠️ Read more about object balances here
  • The transfer reference (I) will be how you would identify the payment. Within the transfer reference, you can configure for 2 things:
    • The elements (6) will be used to generate a unique reference for each payout transaction. You can select between these 4 options:
      • Invoice Number
      • Customer ID
      • Customer Name
      • Object ID
  • The Separator (H) field lets you define a character to separate the selected elements

2. Press Save (J) to lock in your settings

 

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