Understand Partner Payout Status

The Partner Payout Status indicator helps you quickly identify if a partner is set up to receive payments for jobs completed through the platform. This status is now correctly displayed and calculated per individual payment on an order, and is crucial for managing financial transactions with your partners.

Understand Partner Payout Status

• Purpose: This indicator shows whether a partner's account is configured to receive payouts for services rendered via the Installer.com platform.
• Significance: A partner must have a valid payout status to be eligible for automated payments.

Indicator Locations

• Partner Drawer: The payout status is visible when accessing a partner's detailed information.
• Dispatching UI: You can also see the status within the dispatching interface, which aids in making informed assignment decisions.

Interpreting the Status

• Enabled: The partner is fully configured to receive payouts. Payments can be processed automatically.
• Disabled/Pending: The partner is not yet set up for payouts, or their setup is incomplete. Payments cannot be processed automatically until the status changes.
• Settled: The payout for this partner has been settled per individual payment on an order. Workflow steps related to OfferPay/Payout will be automatically skipped.

Skipping Payouts for Specific Orders

For certain orders, you may choose to skip the payout process. When a payout is skipped, the system will automatically mark the payout as 'Settled' and related workflow steps (such as OfferPay/Payout) will be bypassed. This action is typically performed manually within the order management interface.

Note: The Partner Drawer now functions correctly when viewing partner details.

Need help? Contact Installer.com support.