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A payment run groups your pending owner payouts so you can pay many owners at once. Instead of paying and recording each payout individually, you approve one run and either let Yorlet pay every owner from your balance or download a single bank file to upload to your bank. You can view payment runs on the Payment runs page, organised into Requires approval, Processing, Complete and Cancelled tabs.

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Create a payment run

A payment run collects every payout that is Pending and not already part of another run. Approve the payouts you want to pay first; see Owner payouts. To create a payment run, follow these steps:
  1. Go to the Payouts page or the Payment runs page and click New payment run.
  2. Choose the Method:
    • Manual: you pay the owners through your own bank and record the results in Yorlet.
    • Automatic: Yorlet pays the owners from the client funds in your balance. This requires the Balance plan.
  3. Choose the Type of owners to include: All, Landlords or Suppliers.
  4. Choose the Region: All, Domestic or International, based on the country of the owners’ bank accounts.
  5. Click Create.
Only pending payouts whose method matches the run are included, so approve payouts as Automatic if you want to pay them in an automatic run.

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Payment run lifecycle

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Pay a manual payment run

A manual payment run is created in the Processing state and gives you what you need to pay the owners from your bank:
  1. Open the payment run.
  2. In the Payouts section, click Bulk file and choose Bacs file or Sage file to download a payment file to upload to your bank. Bulk files are available for UK accounts.
  3. Alternatively, click Export to download the payouts as a spreadsheet.
  4. Once your bank has processed the payments, open each payout and click Mark as paid, or Mark as failed for any that were rejected. To mark several payouts as paid at once, select them in the Payouts table and use the bulk action.
The run moves to Complete when every payout has a final status.

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Pay an automatic payment run

An automatic payment run is created in the Requires approval state. To pay it, follow these steps:
  1. Open the payment run and click Approve.
  2. Review the total that will be paid from your client funds across the included payouts.
  3. Click Pay to release the payments.
Yorlet pays each payout from your balance. The payouts move to In transit and then Paid as the bank confirms them, and each owner receives a receipt. Any payout the bank rejects returns to Pending with the error shown so you can correct the bank details and pay it again.
Approving a payment run requires two-factor authentication and enough available client funds to cover the whole run. If you have enabled dual approval in your Balance settings, runs at or above your approval limit need a second team member to approve them before they are paid.

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Review a payment run

Each payment run shows a Summary with the Total number of payouts and how many are Paid, Failed or Canceled, along with the Currency, Owner type, Method and Region used to create it. The Payouts section lists every payout in the run with its current status.

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Cancel a payment run

A payment run that has not been paid can be cancelled through the Yorlet API. The payouts in the run are released and return to Pending, so you can include them in a new run or pay them individually. Cancelling an individual payout from within a run does not cancel the run; the run completes once every remaining payout has a final status.