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When you approve an owner payout, you choose a Payout method. Choosing Automatic pays the owner from the client funds held in your balance, so you do not have to move money yourself. Choosing Manual means you pay the owner outside Yorlet and record the outcome.
Automatic owner payouts are part of the Balance plan. Without the plan, only the Manual method is available. You can add the plan from your plans settings.

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Pay an owner automatically

To pay an owner automatically, follow these steps:
  1. Open a draft owner payout and click Approve payout.
  2. Set the Payout method to Automatic.
  3. Approve the payout, which moves it to pending.
  4. Click Pay payout to send the funds from your balance to the owner’s bank account.
You can also approve payouts automatically in bulk, and include them in a payment run to pay many owners at once.

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Requirements

  • You must have the Balance plan.
  • The owner must have a valid destination bank account. See owner payouts for how to add one.
  • You must have enough available funds in your balance to cover the payouts.