Payouts Listing

The Payouts Listing page displays all the payouts that have been created in the Latitude platform. From this page, users can:

• Search for a specific record by recipient "Name", "Reference ID", "Currency", or "Supplemental Info"
• Filter the list of records by their status (See a full list of Latitude Statuses here)
• Filter based on the payout currency
• Filter based on whether a payout has expired or is expiring in a 7 day time period
• Filter based on the date a payout was created
• Export a CSV of the filtered view of the table

Payout Actions

The Client Portal offers the ability to support recipients via quick actions for common requests which include:

• Resending payout emails
• Canceling Payouts

Only Admin users of the Client Portal can perform these actions.

Resend Payout Email

Selecting the "Resend payout email" action will send a copy of the initial payout email that was sent to the recipient in case they have lost their link or forgotten they still have a pending payout.

Cancel Payout

Selecting the "Cancel payout" action will cancel the request. This action will only be available for payouts that have a status of "Pending".

*NOTE: This will not cancel a transfer that has already been submitted by a recipient

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Canceling a payout

Reasons to cancel a transfer request:

• You want to pay a recipient outside of Latitude and need to have the request canceled so they do not get paid twice.
• The transfer request has incorrect data and needs to be canceled so that you can generate a new request with the correct data.

Self-service cancelation is also available via our RESTful API Integration.

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Payout Details

Clicking on an individual record from the Payouts Listing page will direct users to a detailed view of the Payout that will display:

• Contact information for the recipient
• Payout information
  • Note: "Last 4 of Payout ID" refers to the ID generated for the Payout, not the last 4 digits of the credit card or bank account used to receive the Payout
• Processing information

Payout actions can now be taken while admins are reviewing payout details