To send payouts, you must first add recipients. Before you send payouts via batch file upload, be sure your .CSV file contains all the necessary information. For information on how to add recipients, click here.
Once your CSV file is ready to be uploaded, logon to your Client Portal and follow the steps below:
- Hover over Transfers
- Select CSV Upload
- Drag and drop your your file or choose file to upload
The system will display the number of payments being instructed to be sent to recipients. Recipients should expect to receive payments within 2-3 business days if they are set up for direct depositl. Recipients set up to receive payments via check may take up to 7 business days to receive payment.