In this article, we'll cover how you can view details for each of the payouts from your Pabau account.
Step 1: Access the Wallet
Log into your Pabau account using your credentials. Once logged in, click on the Wallet icon located in the top right corner, right 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: Navigate to the Activity Section
The Activity section is located below the Payout schedule within your Wallet dashboard. Here, you'll find a comprehensive log of all your financial transactions, including payments and payouts, grouped by either Day or Month.
Step 3: Locate and Filter Payouts
To view the details of a specific payout, locate it in the list of transactions and click on it. You can also use the filter option to select only payouts, which will exclude other types of transactions from the list.
Step 4: View Payout Details
The payout details page provides a clear overview of each payout. Key elements include:
- Payout Status: The status of the payout, which can be "In transit" if the payout has been requested but not completed yet, or "Paid" if the payout is completed. This is displayed next to the payout amount.
- Payout ID: Located in the top-right corner of the page. To copy the ID, click on the "Copy to Clipboard" icon.
The Payout Details page is divided into two sections: Details and Transactions.
Details Section
The Details section provides specific information about the payout, including:
- Payout ID
- Date Paid (or "Expected by" if the payout is "In transit")
- Payout Description
- Delivery Method
- Statement Descriptor
- Fees
Transactions Section
The Transactions section breaks down the financial details of the payout:
- Gross amount of the payout
- Fee applied
- Total amount of the payout
- Date of the payout
Additionally, it lists each payment transaction included in the payout release, with details such as:
- Client
- Invoice Number (clicking on the invoice number will redirect you to the invoice editing modal)
- Gross amount of the transaction
- Fee applied to the transaction
- Total amount of the transaction
- Description
- Date
By following these steps, you can easily access and review all the details related to your payouts from your Pabau account. This allows for a thorough understanding and tracking of your financial transactions.
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.