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.
Do these steps apply to me?
When you click Payments and then Payments Home, if you see the Payouts and Settings tabs, follow the steps in this article.
When you click Payments and then Payments Home, if you see the Bloomerang Payouts tab, follow the steps in Manage Payouts from Bloomerang Payments (Legacy).
How Payouts Work
If you're a new Bloomerang Payments customer, your payouts begin after an initial two-day waiting period. By default, payouts occur daily if funds are eligible.
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. How long the transaction takes to process depends on the payment method:
Credit card transactions: Two business days after the transaction happens in Bloomerang CRM
EFT transactions: At least four business days to process. You can view the status on the EFT transaction: Pending, Successful, or Failed.
View Your Payouts
To view your payouts:
Click Payments.
Select Payments Home.
Click Payouts. Payouts from all payment methods appear.
In the payouts list, view this information about your payouts:
Date — Date the payout occurred
Total — Payout amount deposited to your bank, which is the total amount of transactions that were available to deposit minus transaction fees
Transactions — Number of individual transactions included with the payout
Method — Payment method category
If a payout fails, a Failed status appears next to the payout.
View Payout Details
You can view each transaction included in a payout and information about each transaction.
To view payout details:
Click Payments.
Select Payments Home.
Click Payouts.
Next to a payout, click View Details. These details appear:
Amount — Amount of each individual transaction before processing fees
Fee — 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
Name — Name on the billing address for credit cards, or the bank account for EFT, associated with the transaction
To return to the Payouts list, click Back to Payouts.
Export Payout Details
To download a .CSV file that includes your payout details, including the fund:
Click Payments.
Select Payments Home.
On the Payouts tab, from the Date list, select an option:
All Payouts
Last Seven Days
Last Month
Year to Date
Custom
Click Export.
Click Export again. A .CSV file downloads to your computer.
Note: If a transaction was deleted in Bloomerang CRM before a payout happened, the Transaction and Fund cells in the export file 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.
To change the payout frequency:
Click Payments.
Select Payments Home.
Click Settings.
Click Payout Frequency.
From the Payout Frequency list, 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 day of the month.
Click Save.