Withdrawals

The Withdrawals page contains information about withdrawals from your account. On this page, you can schedule a new withdrawal or access more information about current withdrawal schedules or your withdrawal history.

To access the Withdrawals page, click Withdrawals in the Admin category of the left navigation panel. To learn more about withdrawal schedules, see Setup a Scheduled Withdrawal Flow.

Withdrawals Page Features

Click here to view the features of the Withdrawals page.

Withdrawals Account Overview Section

The Withdrawals Account Overview section displays your account balance and your next scheduled withdrawal date. Your account balance is displayed on the left side of the section. For more information on your account balance, click Balance Details below the account balance.

Details about your next withdrawal are located in the Next Withdrawal box, which displays the date, amount, and account of the next scheduled withdrawal.

To edit information in the Next Withdrawal box:

Click the PENCIL icon in the top right corner of the box.
Enter your information.
Click the CHECKMARK icon to save your changes or the X icon to discard changes.

To view details about the next scheduled withdrawal, click Schedule Details at the bottom of the Next Withdrawal box.

Withdrawal Schedules Section

The Withdrawal Schedules section allows you to add a new scheduled withdrawal to your account, and displays a table of scheduled withdrawals that includes the following information in the default view:

Name: The name of the scheduled withdrawal.
Frequency: The frequency of the scheduled withdrawal. Note that you can customize your Withdrawal Schedule frequency to occur as a one-time, daily, weekly, bi-weekly, or monthly disbursement.
Amount Type: The type of withdrawal: Actual, Percentage, or Negative Percentage.
Amount: The amount of the withdrawal.
Float: The dollar amount that will be withheld from the Partner's payout.
Account: The bank account that receives the withdrawal deposit.
Arrow Icon: Click the grey triangle in any row to view additional details for a specific transaction or click the grey triangle in the table header to view additional details for all transactions.

Withdrawal Schedule Actions

The Withdrawal Schedule section supports adding a new scheduled withdrawal, accessing more information, and deleting a scheduled withdrawal.

To add a new withdrawal schedule to your profile:

Click SCHEDULE WITHDRAWAL to open the Schedule Withdrawal lightbox in the page.
Enter the required information in the lightbox fields.
To add the new withdrawal schedule, click ADD PROFIT SHARE.

To access more information about a previously scheduled withdrawal, click any information in the table row to open the Withdrawal Schedule page.

To delete a withdrawal schedule from your profile:

Click the three purple dots on the right side of the row of the specific scheduled withdrawal to open the Delete lightbox.
Remove the scheduled withdrawal by clicking DELETE in the lightbox or cancel by clicking outside the lightbox on the page.

Withdrawal History Section

The Withdrawal History section displays a table of past withdrawals associated with your account, and includes the following information in the default view:

ID: The Payrix Pro-generated ID associated with the specific withdrawal.
Date Created: The date of the withdrawal.
Account: The bank account that receives the withdrawal deposit.
Status: The status of the withdrawal: Processing, Accepted, or Failed.
Amount: The dollar amount of the withdrawal transaction.
Arrow Icon: Click the grey triangle in any row to view additional details for a specific transaction or click the grey triangle in the table header to view additional details for all transactions.

Withdrawal History Section Action

To access more information about a specific withdrawal shown in the table, click any information in the row to open the Withdrawal Details page.

Customize Your Withdrawal History Table

You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.

Expand the section below to view a complete list of the data that you can display on the Withdrawal Schedules table:

Click here to view Withdrawal Schedules table customizations.

Payouts Data

Name
Frequency
Amount Type
Amount
Float
ID
Date Created
Start
Status
Date Modified
Created by
Modified By
Login
PayoutFlow ID
Description
Schedule
Factor
Minimum

Account Data

Account
Account Routing

Expand the section below to view a complete list of the data that you can display on the Withdrawal History table:

Click here to view Withdrawal History table customizations.

Withdrawal Data

ID
Date Created
Status
Amount
Date Modified
Created by
Modified By
Entity ID
Description
Currency