Staff: How to create a batch payment with auto-requests & how to add payment requests from creators

Steps:

1. Go to ‘New batch payout’.
2. Name our batch.
3. This name will only be seen by us, our coworkers, our manager, and/or admin.
4. Content creators will not see this name.
5. Choose who is paying the Zexel Fee.
6. Click ‘Add receiver’.
7. Name the payout group.
8. This name will be seen by the creators.
9. To add an auto-request, just enter:
   • The amount they will receive.
   • Their name.
   • Their email address.
10. If we have already worked with a creator, we can find their contact info (name or email) using the search dropdown.
    • Click the ‘x’ to clear the field and start typing to search.

NOTE: If the creator has already requested their payment in the platform, we can add their request later, after creating our batch in draft.

1. Select the currency from the dropdown.
2. ‘Euro’ will be pre-selected.

3. Click the ‘x’ to clear the field and start typing:

   • The ISO code (e.g., GBP).
   • The full name in English (e.g., Pound Sterling).
   • Choose one from the list.

4. Click ‘Create draft’ to see the details.

5. Carefully review all the information and ensure everything is correct.
6. Here, we can:
   • Edit the draft.
   • Delete it altogether.
   • Auto-request payouts on behalf of our creators.

NOTE: Once we request our auto-request, we will not be able to modify it.

1. Go to ‘Payouts’ to search for the requests our creators have already made.
2. Use the filters to search or mark them directly from the table view.
3. Once we have our final selection, click ‘Include in existing batch’ and enter the batch name in the dropdown.
4. Click ‘Add payout’ to finalize the batch draft.
5. Carefully review all the details and give the first validation.
6. Now our manager will provide the final validation and pay the entire batch.