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Initiate Manual Payout 💸

The Initiate Manual Payout feature in Hello Clever allows you to manually initiate a payout to a recipient. Follow the steps below to complete a manual payout.

Step 1: Access the Payouts Screen​

  1. Navigate to the Payouts screen.
  2. Click on the Initiate Payout button in the top-right corner.

Step 2: Enter Payee Information​

In the Initiate a payout screen, you’ll need to provide details about the payee and payment method.

  1. Amount: Enter the amount you wish to pay out. Note the maximum amount available for payout and the associated processing fee.
  2. Name: Enter the payee’s first and last name.
  3. Email: Provide the payee’s email address.
  4. Phone Number: Enter the payee’s phone number, including the country code.

Choose the payment method for the payout:

  1. Payment Method: Select from available options, such as BSB / Account Number or PayID.
  2. BSB / Account Number (if applicable): Enter the BSB and account number details if choosing this method.

Step 3: Confirm Payout Details​

  1. Review the payout details carefully, including the amount, fee, and payee information.
  2. If all details are correct, click Confirm to proceed with the payout. If you need to make changes, click Cancel to go back and adjust the information.

Step 4: Payout Request Confirmation​

Once you confirm the payout, you will see a message indicating that the payout request is queued. A reference code will be provided for tracking the payout.

Click Close to finish.

Payout processing time is indicated by the system or in your merchant agreement.