Payments and integrations

Review payment activity and request a payout

Check wallet transactions and follow the payout flow available to your account.

Open Finance → Payments to review payment activity and the wallets available to your business. Use Finance → Transactions to inspect a specific record. A payout option may only appear for accounts and roles that can use it.

Request a payout

  1. Open Finance → Payouts or the payout action shown on the payment screen.
  2. Enter the destination and amount requested by the form.
  3. Review the fees, destination details, and total before submitting.
  4. Complete the verification step sent to your verified account email when prompted.
  5. Return to the payout record to review its latest status.

The phone number on a payout request is the payment destination; payout verification is sent to the verified contact method shown by the app. Never share a verification code with anyone.

Check a balance or payment

Open the relevant wallet or transaction to review its status and updates. A submitted request is not proof that the payout completed. Refresh the record and check the final status before treating the money as received.

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