Upcoming Payouts and Payout Alerts

Availability: all plans

Money you collect by card is held by your payment processor and sent to your bank on the processor's schedule. The Earnings page shows what is waiting to be sent, and it warns you when a payout failed or when the page cannot give you complete payout information. This guide explains the Upcoming payouts section and each notice you may see.

Before you start

You need permission to view financial reports to open the Earnings page.
Upcoming payouts and the payout table need a connected payment account. See the guide on connecting your payment account.
For how to read the summary cards and the Payouts table, see the guide on reading the Earnings page.

Steps

Open Money, then Earnings.
Look for any notice at the very top and read it before the figures (see the list below).
Find the Upcoming payouts section. Its description reads: funds awaiting payout from your payment processor, with availability dates that are estimates and not bank arrival dates.
Under the heading, a small line names your processor and shows when the balance was last updated. It refreshes at most every 5 minutes, so a payment taken a moment ago may not appear yet.
Read the table, which has three columns:
- Amount: the balance, shown with its currency.
- Status: Awaiting payout means the funds are ready to be sent in your processor's next payout. Funds clearing means they are not yet released.
- Available for payout: Now for funds that are ready, or a date for funds still clearing. If the processor gave no date, it reads Date not available.
When a payout is actually started, it leaves this section and appears in the Payouts table below, first as Pending or In Transit and then as Paid.

If nothing is waiting, the section says No funds awaiting payout.

Notices at the top of the page

Failed payouts. A red box reads "failed payout(s)" with a count. Scroll to the Payouts table: a failed row shows its Status as Failed with the failure reason underneath. Then verify your bank details in Payment Setup.
This processor doesn't report payout settlement. Your processor does not send payout data to ServiceVisit, so the page cannot show when money reaches your bank. Card payments are still collected normally; check your processor's own dashboard for timing.
Reduced payout data fidelity. Your payment connection uses a restricted key, so payout figures are refreshed by checking with your processor and may be delayed or incomplete. Reconnect using the recommended authorization flow in Payment Setup for up-to-date settlement data.
Some earnings data could not be loaded. Refresh the page.

Tips

Amounts in Upcoming payouts can change with refunds, fees and adjustments. Your processor's payout schedule, account restrictions and reserves decide when money is sent.
Treat the Available for payout date as an estimate. Use the Expected Arrival column of an initiated payout for the processor's arrival date.
Check Earnings after you issue a refund. Refunds reduce Net Collected and can change what is awaiting payout.

If something goes wrong

Connect a payment processor in Payment Setup to see upcoming payouts. No payment account is connected yet. Connect one and return.
Your payment processor does not provide upcoming payout balances to ServiceVisit. The section cannot be filled for that processor. Use your processor's dashboard.
Upcoming payouts could not be loaded. Your existing payout history still shows below. Try again later.
A payout failed. Read the reason in the table, correct the bank details in Payment Setup, and check your processor's dashboard to confirm the next payout.

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