After you set up Bloomerang Payments and process transactions, your organization receives payouts. Payouts are deposits made to your bank account.
In Bloomerang CRM, you can view and edit the frequency of your payouts. You can also view previous payouts and details about each payout.
How Payouts Work
If you're a new Bloomerang Payments customer, your payouts begin after an initial seven-day waiting period. A payout includes one or more transactions, depending on what is eligible at the time of the payout. A transaction is eligible to be included in a payout after two business days.
By default, payouts occur daily if funds are eligible. You can change the payout frequency to daily, weekly, or monthly, unless the payout is from PayPal or Venmo. PayPal and Venmo payouts always happen daily.
Credit card donations are available for deposit on a two business day delay after a transaction occurs in Bloomerang CRM. EFT payments can take at least four business days to process. View the status on an EFT transaction entry to see where the transaction is in the process—Pending, Successful, or Failed.
View Your Payouts
To view your payouts:
Click Settings.
Click Payments.
Click Bloomerang Payouts.
To view PayPal and Venmo payouts, click PayPal & Venmo. Click View Details to see each transaction in a PayPal & Venmo payout.
In the payouts list, view this information about your payouts:
Payout Date — Date the payout occurred
Payout Total — Payout amount deposited to your bank. Amount is the total amount of transactions that were available to deposit minus transaction fees.
Transactions — Number of individual transactions included with the payout
Payout ID — Unique ID assigned to the payout
View Details — Click to view more details about the payout
View Payout Details
To view more details about a payout:
Click Settings.
Click Payments.
Click Bloomerang Payouts.
Click View Details.
The payout date, total, and ID appear before the list. In the list, view these details:
Amount — Amount of each individual transaction before processing fees
Fees — Fee amount applied to each transaction
Payout — Original amount of the transaction minus the fee. This is the amount paid out to the bank for a single transaction.
Method — Payment method used for the transaction: Credit Card, EFT, Apple Pay, or Google Pay.
Name — Name on the billing address for credit cards, or the bank account for EFT, associated with the transaction.
Transaction — Bloomerang CRM transaction number, an internal number that corresponds to the order in which the transactions are entered. Click the number to see the transaction entry on the constituent's timeline.
To return to the Payouts List, click Back to Payouts.
Export Payout Details
To download an Excel file that includes your payout details, including the fund:
Click Settings.
Click Payments.
Click Bloomerang Payouts.
Click Export Payout Details.
To export payouts for a date range, enter From and To dates.
To download all of your payouts, including PayPal & Venmo payouts, clear the From and To fields.
Click Export. A file named Payout Details.xlsx downloads to your computer.
Note: If a transaction was deleted in Bloomerang before a payout happened, the Transaction and Fund cells are empty for that transaction. If a transaction was deleted after a payout, the Transaction cell displays its transaction ID number, but the Fund cell is empty.
Change the Payout Frequency
You can change how often you receive a payout.
Note: For PayPal and Venmo, payouts always happen daily.
To change the payout frequency:
Click Settings.
Click Payments.
Click Bloomerang Payouts.
Click Edit.
Select one of the following:
Daily — A payout is made every weekday if funds are available.
Weekly — A payout is made on the same day each week. Select any weekday (Monday through Friday).
Monthly — A payout is made on the same date each month. Select a date.
Click Save.