How do I create, delete, edit and/or run payouts?
Regardless of the tool you are using for processing your payroll, payouts can be done through SALPay for Business and it can be created in two ways - Manual Entry or Import CSV file. After processing your payroll, you have to ensure to follow first the Load Fund Request process for you to be able to create a payout. Your SALPay Corporate Wallet Balance should be enough to cover the total amount to be disbursed, as well as the total disbursement fee, which is 25 pesos per payee for every disbursement.
Non-Payroll-related items can also be disbursed to your SALPay Payees by creating payouts.
How do I create payouts via Manual Entry?
1. Go to business.salpay.com/login, then enter your mobile number and password associated with your SALPay account.
2. From the Top Navigation, go to Transactions and select the Payouts sub-page.
3. Click on Create.
4. Accomplish the Payout form by completing the following details:
a. Add a description that should be reflected from the payouts list.
b. Select a Payee from the dropdown list.
c. Enter the amount to be disbursed.
d. Click on Add.
e. Repeat items b-d until the last payee and amount are added.
5. Click on Create.
You will be notified that the payout was successfully created. You will still have an option to Delete or Edit the Payout you created. If the payout has already been finalized, you also have an option to Run the payout to start the disbursement to your Payees.
You can still check the details of the payouts including the following:
- Payout No.
- Account Number
- Date Created
- Created By
- Payout Date
- Processes By
- Description
- Payout Total
- Total Disbursement Fees
- Total Amount to be Deducted from SALPay Corporate Wallet Balance
Down below, you will also see the list of all payees who will receive the payout, together with the following details:
- Name
- Amount
- Status
- Paid At (Time Stamp of Disbursement)
How do I create a payout via Importing a CSV file?
1. Go to business.salpay.com/login, then enter your mobile number and password associated with your SALPay account.
2. From the Top Navigation, go to Transactions and select the Payouts sub-page.
3. Click on Create.
4. Accomplish the Payout form by completing the following details:
a. Add a description that should be reflected from the payouts list.
b. Switch ON the Import CSV toggle.
c. Download the CSV template.
d. Accomplish the CSV template.
The CSV file is case and character sensitive.
- The Account Number can be retrieved from the Payee list.
- If the amount is 4 digits and up, do not use a comma.
e. Upload the accomplished file.
f. Click on Create.
You will be notified that the payout was successfully created.
Where will I get the SALPay Account Numbers of the Payees?
1. From the Top Navigation, switch to the Payees page.
2. The list of all payees is presented together with their account numbers.
For easier checking, you may use the filter button and set the SALPay Account Status field to ACTIVE.
3. You may also export the list of payees by clicking on the More button > Export CSV.
How do I delete a payout?
Only the payouts in Pending Status can be deleted. From the Payouts list, you can directly delete a payout.
1. To delete a payout from the list, click on More > choose Delete.
2. Click on Delete to complete the action.
You can also choose the View option first before you delete the payout.
1. You will be directed to the details of the payout and click on Delete.
2. Click on Delete to confirm your action.
How do I Edit a Payout?
Only the payouts in Pending Status can be edited.
1. To edit a payout from the list, click on More > choose Edit.
2. You will be directed to a page where you can edit the payee name and amount. After the necessary changes, click on Save.
A newly created payout can be edited immediately.
1. From the payout details page, click on Edit.
2. You will be directed to a page where you can edit the payee name and amount. After the necessary changes, click on Save.
How do I run Payouts?
After finalizing the details of the payout, you may already proceed to the running of payouts.
1. From the Payouts list, click on More > Run.
2. Provide the 4-digit OTP received, then click on Submit.
You also have an option to immediately run the disbursement right after the creation of the payout.
1. Simply click on the Run button.
2. Provide the 4-digit OTP received, then click on Submit.
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The administrator who initiated the disbursement will receive the OTP through the mobile number associated to his/her SALPay account.
After the submission of the OTP, the disbursement will start running until its completion. The status will also be changed from Pending to Completed.
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