In this article, we'll cover how you can manage the payout settings in your Wallet, allowing you to schedule your payouts to your liking.
Step 1: Accessing Wallet Payout Settings
To begin managing your Wallet payout settings, log into your Pabau account. Navigate to the top right corner of the screen and click on the Wallet icon, located next to your avatar.
NOTE: The Wallet icon will only be visible to staff members who have the Wallet permission enabled. If you need to enable this permission, please refer to this article for guidance.
Step 2: Configuring Payout Settings
Once you've accessed the Wallet, click on "Payout Settings" located on the left side of the Wallet modal. In the "From" field, you'll find your available balance. The "Send to" section displays the bank account where the funds will be transferred.
Within the "Frequency" section, you can choose between different payment scheduling options: Daily, Weekly, Monthly, and Manual. Please note that you can only select one option at a time.
Step 3: Understanding Payment Scheduling
If you select "Daily," payments collected by midnight each day are sent to your bank account by the next business day.
For the "Weekly" or "Monthly" options, a dropdown menu will appear, allowing you to select, respectively, which weekday or month day you prefer for the funds to be transferred to your bank account.
Regardless of your established payment schedule, you retain the flexibility to manually request a payment anytime. Simply click on the "Payout" button located in the top right corner of your Wallet.
Step 4: Saving Changes
After configuring your payout settings according to your preferences, ensure to click on "Save" to apply the changes.
By following these steps, you can effectively manage your Wallet payout settings in Pabau, ensuring seamless scheduling and transfer of funds to your designated bank account.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.