Paying cash balances
The "Balances Due" area in the Payments section of admin site shows you all BrandChamps with a current cash balance greater than zero:
By PayPal email
If paying with PayPal, you can use the built-in "Has PayPal email" search to only pay out to those BrandChamps who have provided their PayPal email address. See our FAQ article for more details.
Minimum Payout Limit
If you want to only pay out when a BrandChamp's balance is greater than $50 for example, you can easily do so by adding a filter on the "balance due" amount as shown below:
Don't forget you can save that filtered view for easy reuse later by yourself or your entire team by clicking the Save button to the right of the search bar:
To pay the outstanding cash balances, select the balances you wish to pay and click Process Selected.
If you wish to pay all balances, first tick the checkbox in the header row (#1 below), and then click to select all rows (#2), and finally click Process Selected:
When you click the Process Selected button, you will see a modal similar to the following:
When you click the "Update Balances ..." button, the outstanding cash balances for the selected BrandChamps will be set to zero in the BrandChamp system and an export file will be created according to the payment method selected.
You can have a choice of 2 CSV export options.
PayPal CSV export
Select this if you will pay your BrandChamps using PayPal. The generated CSV file(s) can be uploaded into the Mass Payments section of your PayPal Business account and used to do the actual cash transfer.
With this option, if a BrandChamp entered a PayPal email address then that will be used. Otherwise, their BrandChamp account email will be used.
CSV export for manual payment
Select this option if you are not using PayPal. For example, if you want to pay by check.
Note: This CSV file format will use a BrandChamp's regular email address rather than their PayPal one, if they had entered that.
Viewing Payments & Downloading CSV Files
After you've clicked the "Update Balances..." button on the process payments popup, you will be brought to the Payments area where you can see the newly created payment record and download the CSV file associated with it:
To view the details of a payment, click the date in the first column on the Payments table. That will show you all the transactions that made up that particular payment batch:
Reversing a Payment
To reverse an individual payment, go to the details page for the associated payment batch (as shown above). Select the payment you want to reverse and click the "Reverse Payment" button.
The payment balance associated with the reversed payment will be returned to the associated BrandChamp and you can pay the balance out again using the normal process.