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Step 1: Click on Withdrawals under Admin in the left-hand navigation panel.
Step 2: Find the specific Withdrawal Schedule in the Withdrawal Schedules table, and click on any information to open the Withdrawal Schedule page.
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| title | Click here to view the features of the Withdrawal Schedule page. |
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Withdrawal Schedule DetailsThe Withdrawal Schedule Details section contains the following editable information about the withdrawal: Withdrawal Schedule Details Field Name | Description |
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ID | The ID number associated with the recurring withdrawal. | Created | The date that the withdrawal schedule was created. | Bank Account ID | The ID number associated with the saved bank account. | Bank Account Name | The name of the bank account. | Login ID | The ID used by the merchant to log in to the portal. | Login Name | The name associated with the account. | Name | The name associated with the account that the withdrawal occurs from. | Status | The status of the withdrawal schedule: Active or Inactive. | Secondary Descriptor | A custom descriptor that appears on a disbursement. Note that a secondary descriptor will append to merchant payout for disbursements. If a secondary descriptor is set on the Merchant Entity, this setting will override what is sent on disbursements associated with this withdrawal. | Amount | The amount of the withdrawal. | Amount Type | The type of withdrawal: Actual, Percentage, or Negative Percentage. | Currency | The currency that is used in the withdrawal transaction. | Schedule Factor | The frequency of the scheduled withdrawal. | Schedule | The payment schedule for the withdrawal schedule. | Start Date | The date that the withdrawal schedule began. | Description | A description of the withdrawal, entered by the referrer. | Billing | The billing entry associated with the withdrawal schedule. | Minimum | Enter the minimum dollar amount in the available balance in order for a payout to trigger. If the available balance is below this amount the withdrawal will not trigger until the balance returns to the minimum amount required. Note that overriding the Minimum setting may result in a overdraft. | Maximum | An optional maximum amount of a withdrawal. | Float | The dollar amount that will be withheld from the payout. |
Withdrawal Schedule Details ActionsTo edit the Withdrawal Schedule Details section, click the PENCIL icon in the upper right-hand corner of the of the page. Edit information related to the withdrawal, and then click the CHECK MARK icon to save your changes or click the X icon to discard changes. |
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Click the links or items in the Withdrawal Schedule page to access any of the following pages: