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 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 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 Create Withdrawal.
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 Active Button on the right side of the row of the specific scheduled withdrawal, then click Delete to open a dialog.
Remove the scheduled withdrawal by clicking Delete.
Withdrawal History Section
The Withdrawal History section displays a table of past withdrawals associated with your account. The Withdrawal History header shows the amount that has been successfully disbursed and the amount that is pending. The Withdrawal History table includes the following information in the default view:
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.
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.
Related pages
Click the links or items on the page to access any of the following pages: