How to Send a Payout to a Contractor

In the “Payouts” section, all payouts are grouped into three categories based on their payout date and status:

• Unpaid — payouts that need to be paid by the end of the current month.

• Scheduled — payouts planned for the following month.

• Paid — payouts that have already been paid to Contractors.

All payout actions

Below is a list of actions you can perform with payouts:

• Create a new payout.

• Pay a single payout or pay multiple payouts at once using bulk selection.

• View payout details.

• Edit a payout — available only for unpaid and scheduled payouts.

• Delete a payout — available only for unpaid and scheduled payouts.

Creating a payout

There are two types of payouts:

• Automatically created payouts — these are generated automatically based on the specified dates and amounts if the Contractor’s payout frequency is set to “Once a week,” “Once a month,” or “Twice a month.”

• Manually created payouts — these are created manually, regardless of the selected payout frequency.

To create a payout manually, click “Create payout” and fill in the following fields:

• Contractor

• Payout date

• Amount and currency — $, € are available

For convenience, the Kleos fee is shown below the payout amount and is charged together with the payout. Please consider it when planning your budget and topping up your Kleos balance.

Payouts cannot be created with a zero amount. The minimum payout amount is 1 USD or 1 EUR.

Payouts also cannot be created for Contractors with the status “Invited” or “Inactive”. Payouts are available only for Contractors with the status “Active”.

Once created, the payout will be automatically grouped based on the selected payout date:

• Unpaid — if the payout date is within the current month;

• Scheduled — if the payout date is in the next month or later.

Paying a payout

The key step is paying the payout. You can either pay a single payout or pay multiple payouts at once using bulk payment.

To pay a single payout, click “Pay” in the payout list or in the payout details. Once the payment is confirmed and your balance is sufficient, the funds will be instantly debited from your balance and credited to the Contractor’s balance.

You can select all payouts or choose several payouts by using the checkboxes on the left side of the table. Then click “Pay selected” above the table.

After you click “Pay selected,” a confirmation window will open where you can exclude any payouts that should not be paid. Review the list and click “Pay” to complete the payment.

If the balance has sufficient funds, the payment will be completed successfully. The Contractors’ balances will be credited instantly, and the corresponding amount will be deducted from the Company balance.

If the balance is not sufficient to pay all selected payouts, only the payouts that can be covered by the available funds will be paid. The confirmation window will show which payouts were paid successfully and which were not.

Payout details

To view detailed payout information, open “Details” by clicking the three-dot menu or selecting the relevant row in the table.

Editing a payout

To edit a payout, open the three-dot menu and click “Edit.” You can update the payout date, currency, and amount.

Editing is available only for unpaid payouts and is not affected by the currency set for the Contractor.

Deleting a payout

If necessary, you can delete one or several payouts at once. Deleted payouts will no longer be displayed in the list.

To delete a single payout, open the three-dot menu and click “Delete”. Only unpaid payouts can be deleted.

To delete multiple payouts, select them using the checkboxes on the left side of the table. The “Delete selected” button will appear above the table. In the confirmation window, you can remove any payouts that should not be deleted, then confirm the bulk deletion.

Below is an example of how to select multiple payouts and delete them all by clicking “Delete delected”.

After you click “Delete selected”, a confirmation window will open where you can remove any payouts that should not be deleted. Review the list, then click “Delete”.

Actions for a created payout

Below is an example of a created payout and the actions available from the three-dot menu at the end of the row. From this menu, you can access:

• Details

• Edit

• Delete

Total payout amount

Above the table, you can see the total aggregated amount, including the Kleos fee, for:

• all unpaid payouts

• all planned payouts

• all paid payouts

You can also select multiple payouts to view their combined total.

Planned payouts

The “Planned” group helps you plan your budget, top up your balance, and manage payouts for the next month and later periods. It shows all upcoming amounts to be paid, including the Kleos fee. If needed, you can pay these payouts immediately.

Paid payouts

The “Paid” group lets you view all previously paid payouts together with their details. It also shows the number of paid payouts and their total amount, making it easier to analyze past payments.

Filtering the list

To make analysis easier, you can use filters to narrow down the payout list by:

• Payout date — select a start and end date.

• Payout number — select one or multiple payout numbers.

• Contractor role — select one or multiple roles.

• Contractor — select one or multiple Contractors by full name.

• Payout amount — set a minimum and maximum amount.

You can apply filters using one parameter or multiple parameters at the same time.

To reset a filter, click the X next to the filter button, or open the filter and click “Reset” in the window that appears.

Once a payout has been paid to a Contractor, it cannot be cancelled. If a payout was made by mistake, please contact our support team at [e-mail]

We also welcome any feedback or suggestions for additional features. Feel free to reach out to us at [e-mail]