To schedule one or more future payments, log in to the Payor Portal and follow the steps below.
- Select Payouts on the side navigation
- 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 then enter:
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Group Payouts
- Payout Memo (optional)
- Drag and drop your Payout file or click to browse for a file of your device.
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Single Payout
- Payout Memo
- Payee Name
- Source Account
- Currency
- Payment Amount
- Transmission Type
- And your unique identifier for the payment
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Group Payouts
- Click Continue
- Review the Payout instruction. At this stage, you may either Withdraw, Instruct, or Schedule the Payout
- To Schedule a Payout, click 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 instructed.
- You may select any date in the future but cannot schedule a payout for a later time of the day you are creating the Payout.
- Choose whether an email notification should be triggered to your account's primary contact upon the scheduled instruction date and time.
- Enter a date and time at which the Payout is to be instructed.
- Click Schedule Payout