Initiating A Payout In Simple Raise
Table of Contents
- Set Up Your Preferred Payout Method
- Reviewing Your Payout History
- Automatic Credit Entries for CutTime Connected Users
To initiate a payout to your organization, go to the Transactions Page > Payouts tab located at the top of your dashboard.
Set Up Your Preferred Payout Method
If you haven’t yet set up your preferred payout method, you will see an option to enter your organization’s ACH information.
Once your payment method has been set up click Request Payout to initiate the payout.
Payouts can be requested once every seven days.
Additionally, you have the option to enable automatic payouts by toggling the feature on.
Please note that if you choose to enable automatic payouts, your payments will be processed via ACH on the 12th of each month.
Reviewing Your Payout History
You can review your payout history and check the status of your payouts at any time by navigating to the Payouts tab in your fundraiser dashboard. Payouts are organized by the date they were requested.
Select 'View' to see the individual transactions included in each payout deposited to your account.
Export the transactions included in each payout by selecting 'Export Transactions' at the top right side of your screen.
This export includes data captured from your Custom Checkout Fields at the time of purchase.
Automatic Credit Entries for CutTime Connected Users
If your account is connected to CutTime, Simple Raise will automatically add the funds you raise to your program’s Financial Dashboard. From there, the money will go either to each student’s account or to your program’s Angel Fund, depending on the the fundraising goal type and goal amounts you set.
Once the payout is marked as Paid, the transactions will appear in your CutTime account.