If you're using Legacy PayPal or Uscreen Payments to accept payments, the Payouts Report helps you track the amount currently on hold and the payout you can expect. You’ll find it by going to Analytics > Payouts Report. This report provides a forecast of your upcoming payout, typically at the start of each month, though amounts may change due to refunds or disputes (which is why funds are held for 30 days).
🕒 How Payout Timing Works
Payouts are based on payments collected in the previous month and held for 30 days.
Example: Payments received in August will be paid out on October 1st.Payments that don’t meet the 30-day holding period will roll over to the next month’s payout.
Example: A payment made on August 31st will not be paid out until November 1st (since it hasn’t cleared the 30-day window by October 1st).
📊 Payouts Report Overview
Pending Transactions: These are payments less than 30 days old.
Upcoming Payout: Once the 30-day hold is over, these payments move here. This amount reflects what will be included in your next payout on the 1st of the month.
🔍 How to View and Filter Invoices
Navigate to: Sales > Invoices to review all invoices.
Use Filters: Click More Filters to sort invoices by origin (e.g., PayPal or Uscreen Payments) or date range.
Export Data: You can export the filtered data for a more detailed view, including the payout status for each amount.
If the payout hasn’t been made yet, the payout date column will be blank.
🔮 How to Understand and Calculate Your Upcoming Payout
To estimate your upcoming payout accurately, follow these steps:
Filter invoices by origin:
Use More Filters to narrow down invoices by payment method (e.g., PayPal or Uscreen Payments).
Select the relevant date range:
Payouts are based on payments made two months prior, with a 30-day hold.
Example:
If you're expecting a payout on October 1st, 2020, filter invoices to show payments from August 1st to August 31st, 2020.
Only payments made during August will be included in the October payout, provided they’ve cleared the 30-day hold.
Account for 31-day months:
If the month in question has 31 days (like August), payments made on the 31st will not be included in the payout on the 1st of the next month.
Example: A payment made on August 31st won't clear the 30-day hold in time for the October 1st payout. It will instead be rolled over and paid out on November 1st.
Disputes, fees, and refunds:
The invoice view doesn't show the impact of disputes, dispute-related fees, or refunds.
This means the final payout amount may differ from what the invoices display.