To schedule a Payout in the system, login to the Payor Portal and:
- On the side navigation, select Payouts
- Click the Create Payout on the top right-hand side of the screen
- Choose Group Payout for making multiple payments or Single Payout for making an individual payment
Group Payouts:
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- Payout memo (optional)
- Drag and drop your Payout file or click to browse for a file on your device
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- Click Continue
- Review the Payout instruction. Here you may either Withdraw, Instruct, or Schedule the payout
- Click on the top-down arrow to the right of the Instruct toggle tab
- Select Schedule
- Enter a date and time at which the Payout is to be automatically instructed (you may select any date in the future but may not schedule a payout for a later time of the day you are scheduling a payout)
- Choose whether an email notification is sent or not on successful scheduled instruction
- Click Schedule Payout