Use Cases: Withdrawals

Welcome to the Withdrawals Use Case Tutorials!

Whether you’re a beginner or an experienced Portal user, these tutorials are designed to help you understand and configure recurring or one-time withdrawal flows to create a disbursment of your accumulated funds shown in your available balance in the Portal. Explore step-by-step guides with tips and resources tailored to users of the platform.

Note: Know the difference between Withdrawal and Disbursement.

• Withdrawal: Sometimes referred to as “payout”, a withdrawal is the action of requesting the dispersal of money from your Payrix account to your bank account.

• Disbursements: The disbursement occurs when the funds are transmitted to your bank and deposited in your account.

What you’ll learn:

• Withdraw your Available Balance - How to create a withdrawal of your funds to your FBO account.

• Setting up a Withdrawal Schedule - How to create a recurring schedule for your withdrawals.

• Using Withdrawal Schedules for Merchants - How to schedule withdrawals for multiple Merchants.

Dive into the tutorials below and start your journey toward mastering Withdrawals:

Withdrawals Use Cases

Tip: New to the platform? Enhance your understanding of key concepts and processes by exploring our reference material for Withdrawals:

• Disbursements & Payouts (Withdrawals)

  • Disbursement Processing Cycle & Timeline

    • About Payouts

    • Standard Disbursement Timeline

    • Same-Day Disbursement Timeline

    • eCheck (ACH) Disbursement Timeline

    • Disbursement Details & Payout Reporting

  • Disbursement Rejects & Returns (Payout Rejects)

  • Negative Disbursements