How to Receive or Request a Payout

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

• Unpaid — payouts scheduled for the current month, along with the number of such payouts

• Scheduled — payouts planned for the following month, along with the number of such payouts

• Paid — payouts that have already been received, along with the number of such payouts

All payout actions

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

• Create a new payout

• View payout details

• Edit (available only for unpaid or scheduled payouts, and only if you created the payout)

• Delete (available only for unpaid or scheduled payouts, and only if you created the payout)

Creating a payout

There are two types of payouts:

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

• Manually created payouts — these can be created regardless of the payout frequency selected when the Contractor was added.

To receive a payout, make sure you have accepted the invitation from the Company you work with. Go to the “Companies” section and check the company’s status. It must be “Active” — only then will the Company be able to send you a payout.

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

• Company – Role

• Payout date

• Amount and currency (available options: $, €)

Once created, the payout will appear both on the Company’s side with the relevant details and in your account. It will be assigned to one of two groups 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

Please note that payouts cannot be created with a zero amount. The minimum allowed amounts are 1 USD/EUR.

The Company’s balance must be sufficient to cover the payout amount including the Kleos fee. The Company must then click “Pay” on the relevant payout to you, regardless of the selected payout date. Only after that will the payout be credited to your balance, and an email notification confirming the payout will be sent to you.

Once the payout is received, your balance will be credited with the amount specified in the payout, in the corresponding currency.

Payout details

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

Total payout amount

Above the table, you will see the total aggregated amount for:

• all unpaid payouts

• all scheduled payouts

• all paid payouts

Editing a payout

Only the user who created the payout can edit it

To edit a payout, open the three-dot menu and click “Edit”. You can update the payout date, currency, and amount. Editing is only available for unpaid payouts and is not affected by the currency set for the contractor.

Deleting a payout

Only the user who created the payout can delete it

If necessary, you can delete a payout. Once deleted, it will no longer appear in the list. To do this, open the three-dot menu and click “Delete”. Deletion is available only for unpaid payouts.

Planned payouts

To make budget planning easier, the “Planned” group lets you track all upcoming payout amounts you are expected to receive.

Paid payouts

In the “Paid” group, you can view all previously received payouts together with their details. For convenience, the number of received payouts and the total amount are also shown, which makes analysis easier.

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