Payouts
Payouts groups the tenant payments that VIVIN collected (vIBAN and card) into transfers to the recipient, so you can approve them and confirm they arrived.
Before you start
- Where: Finance → Payouts (
/finance/payouts). - Permissions: Finance → Module and Finance → Approve Payments (only Super Admin by default).
- Recipient: whether payouts go to your company or to the owners, and whether they need approval, is set in Settings → Payments → Out Payments (see Payments).
- The date range (last three months by default), Other Filters and Export work as described on Finance.
Screen tour
- Cards: All, Credit Card and IBAN, each with its amount and number of payouts. Click one to list that method.
- Search with Search recipient, type, or description..., then All, Received or Not Received.
- Upcoming - Next 7 days previews the payouts coming up. These rows are summaries of what is scheduled, so they have no actions and cannot be selected.
- Selected period lists the real payouts in your date range.
Columns
| Column | Meaning |
|---|---|
| Method | Credit Card or IBAN |
| Destination IBAN | Where the money goes |
| Description | For example "Payout including 3 tenant payments", with the number of contract value payments it covers |
| Date | The payout date |
| Tenant Payments | How many tenant payments the payout groups |
| Contract lines | How many rent or fee allocations it covers. Zero usually means the payments were not allocated to scheduled charges |
| Amount | The payout amount |
| Status | To Approve, Pending or Completed |
| Received | Yes or No. Click it to switch |
Payout Details
Click a row to open Payout Details: Recipient, Payee type (Owner or Tenant), Amount, Status, Received, Date, Type (Credit Card or IBAN Payment), Description and Destination IBAN.
In payment breakdown lists the tenant payments in the payout: Tenant / Unit, Property, Note / reference, Amount, Status and Allocations. A line can show as completed once the tenant payment is recorded, while the payout itself stays pending until it is approved and paid out.
The Actions depend on the payout's status:
| Status | Action |
|---|---|
| Pending | Approve |
| To Approve | Confirm as received |
| Completed, not received | Confirm as received |
| Completed, received | Mark as not received |
Confirm payouts as received
- Filter Not Received.
- To confirm one payout, click No in its Received column.
- To confirm several, tick them (or Select all eligible) and click Confirm received.
- Check the dialog, which lists each payout's recipient, date and amount with the total, then confirm.
Payouts already received and the summary rows cannot be selected. If some fail, the message tells you how many were confirmed.
Rules and limits
- Received only records that the money arrived. It does not move money.
- A payout counts as Completed once it is confirmed or approved; any other status is Pending or To Approve.
- Finance Overview has no payout card; use this tab to follow pending payouts.
Troubleshooting
| Problem | Cause | Fix |
|---|---|---|
| "Recipient not set" in the Confirm received dialog | The payout has no recipient name | Check the owner's details in Owners |
| A row in Upcoming - Next 7 days has no actions | It is a schedule summary, not a stored payout | Act on it once it appears under Selected period |
| Contract lines is 0 | The tenant payments were not allocated to scheduled charges | Check the booking's payments in Transactions |
Tips
- Check Not Received every week against your bank statement.
- Use the IBAN card to reconcile bank transfers separately from card payouts.
Related
- Finance: Overview, Income and the shared filters
- Transactions: the tenant payments a payout groups
- Payments: Out Payments and Payout Type
- Owners: owner banking details