Payments & Payouts management
Payment and Payout management defines the structured workflow for handling financial operations within the system. By providing clear visibility into every stage of a transaction, the platform ensures transparency, accuracy, and full control.
To maintain this oversight, the system tracks operations across three distinct levels: Payment/Payout Request and Payment/Payout Commit.
Manage Payment & Payout Requests
A Payment/Payout Request is the foundational step of the process. It contains all the essential details required to trigger an operation and signifies the formal initiation of a procedure. You can manage these Requests using the following steps:
Navigate to the Transactions tab. In the top left corner, select either Payments or Payouts to filter the specific scope of Requests you wish to view.
Customise your View to ensure the most relevant data points are visible and accessible.
To transition between Live and Test Requests, use the segmented toggle switch.
To manually initiate a new entry, click the Create New request button in the top-right corner.
To inspect the specific details of a Request, click on the desired Payment/Payout Request entry within the grid.
The system redirects you to an overview page containing data for every initiation level.
Select the Request entity from the left-hand menu. This is the primary level.
Open the Details tab to review the information organised by specific categories.
Manage Payment & Payout Commits
A Payment or Payout Commit represents the specific action taken by the Customer. It captures the chosen Method and the specific fields provided during the Checkout process. This stage is critical for confirming the payment and ensuring funds are correctly allocated. Note that a single Request may contain multiple Commits, depending on the transaction's complexity or specific payment requirements.
Navigate to the Transactions tab and select the relevant Payment/Payout Request from the grid.
The system redirects you to an overview page showing two initiation levels: Payment/Payout Request and Commit.
To inspect Commit details specifically, select the entity from the left-hand menu below the Request entity.
Open the Details tab to review the data organised by category.
Details
Our system provides a block of Details captured at every stage of the payment and payout process. Review the table below to understand the specific data points available for tracking.
Finance
The category comprises the financial data, including different financial specifications.
✅
✅
Checkout
The category specifies the Checkout that was used in the payment process.
✅
❌
Fields
The category contains the technical data: IP addresses, Browser details, etc.
✅
✅
Customer
The category outlines the Customer that was included in a Payment Request.
✅
❌
Metadata
The category comprises the Metadata received in the payment process.
✅
❌
Payload
The category specifies the technical processing data in JSON format.
❌
✅
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