---
title: How to Set up Tipalti as a Payment Method
description: Find out how to set up Tipalti as a payment method and integrate it with Phonexa’s platform using this short step-by-step instruction.
---
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# How to Set up Tipalti as a Payment Method
## Find out how to set up Tipalti as a payment method and integrate it with Phonexa’s platform using this short step-by-step instruction.
*Note: Tipalti is available for the Vendor as a payment method after setting it up for the platform in Books360.*
Follow this setup guide for the Books360 account:
1. Go to Books360 and select the platform (*LMS Sync/Call Logic/Lynx*) you want to integrate with Tipalti.
2. Go to the **Account \> Settings** section, select the **“Payment Methods”** tab, and click the **“Configure”** button for the Tipalti broker.
[](https://support.phonexa.com/hubfs/tipalti%201-1.png?hsLang=en)
Fill in the required fields in the provided pop-up window:
- **Active:** Select the **“Enabled”** option to activate the payment system.
- **Payer Name:** Fill in the name of the payer.
- **Master Key:** Insert the copied Tipalti’s master key.
- **Notification Emails (comma separated):** Fill in the email address(es) for the payment confirmation notifications.
- **Sandbox:** Select the status of the test mode. *Please make sure that this option is disabled once the testing is done.*
Click the **“Save”** button to confirm the changes.
[](https://support.phonexa.com/hubfs/tipalti%202-1.png?hsLang=en)
3\. To create a payout manually, go to the **Vendor Management \> Payouts** section, select the **“Batch Payouts”** tab, choose the Vendor with the Tipalti payment type, and click the **“Create Payout”** button in the **“Actions”** column.
*Read more about how to set up Tipalti as a payment method for the Publisher in the LMS/Call Logic components in this Knowledge base* [*article*](https://support.phonexa.com/payment-settings?hsLang=en#Tipalti)*.*
[](https://support.phonexa.com/hubfs/tipalti%203-1.png?hsLang=en)
Select one or multiple payout dates to include in the current payout in the **“Add New Payout”** pop-up window:
[](https://support.phonexa.com/hubfs/tipalti%204.1-1.png?hsLang=en)
[](https://support.phonexa.com/hubfs/tiplati%204.2.png?hsLang=en)
Click the **“Create”** button to confirm.
4\. Once the payout(s) are created in the system, you may process them via Tipalti one by one or in batches:
- To process a single payout, go to the **Vendor Management \> Payouts** section, select the preferred payout from the list, and click the **“Pay Via”** button. Choose the **“Tipalti”** option.
[](https://support.phonexa.com/hubfs/tiplati%205.png?hsLang=en)
Select the **“Tipalti”** option in the **“Payment Type”** field and click the **“Save and Mark as Paid”** button in the pop-up window.
[](https://support.phonexa.com/hubfs/tiplati%206.png?hsLang=en)
- To process mass payouts, go to the **Vendor Management \> Mass Payouts** section, select the **“Payouts by Type”** tab, and view all the payouts listed under Tipalti. Click the **“Pay all via Tipalti”** button.
[](https://support.phonexa.com/hubfs/tipalti%207.1-1.png?hsLang=en)
[](https://support.phonexa.com/hubfs/tipalti%207.2.png?hsLang=en)
Select the preferred payouts in the pop-up window and click the **“Pay”** button.
5\. Once the payments are requested, the instance owner should go to the **Vendor Management \> Tipalti Payments** section and click the **“Approve Payment”** button. The payment is processed automatically on Tipalti’s side.
To cancel the payment, click the **“Decline Payment”** button. Once the payment is declined or rejected, it can not be reprocessed, and you will need to create a new request.
*Note: The payment processing on Tipalti’s side can take up to 5 minutes.*
[](https://support.phonexa.com/hubfs/tipalti%208-1.png?hsLang=en)
As a result, all the approved transactions will be displayed in Books360 reporting with a **“Paid”** status.
[](https://support.phonexa.com/hubfs/tiplati%209.png?hsLang=en)
*Read more about setting up the Tipalti payment method for the Publisher in our "Payment Settings" Knowledge Base* [*article*](https://support.phonexa.com/payment-settings?hsLang=en)*.*
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