--- title: "My Profile: Payment Settings" description: The Payment Settings tab allows you to select and configure payment methods for Publisher payout processing and view the payment history. --- [Skip to content](https://support.phonexa.com/payment-settings#main-content) [![phonexa\_logo-white](https://support.phonexa.com/hubfs/phonexa_logo-white.svg)](https://support.phonexa.com/?hsLang=en) Open main navigation Close main navigation - [➜\]](https://phonexa.com/) [➜\]](https://phonexa.com/?hsLang=en) Phonexa Support Center - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.phonexa.com/?hsLang=en) 2. [General information](https://support.phonexa.com/general-information?hsLang=en) 3. [Account Settings](https://support.phonexa.com/general-information?hsLang=en#account-settings) # My Profile: Payment Settings ## The Payment Settings tab allows you to select and configure payment methods for Publisher payout processing and view the payment history. *Note: This tab is available only to users logged in as Publishers.*  To access this tab, go to the **Account Settings \> My Profile** section, then select the **“Payment Settings”** tab. Alternatively, you can access it through the [My Profile Modal Window](https://support.phonexa.com/my-profile-modal-window?hsLang=en) in the upper-right corner of the page. The Payment Settings tab contains two blocks:   - [Payment Settings](https://support.phonexa.com/payment-settings#payment-settings) - [Payment History](https://support.phonexa.com/payment-settings#payment-history) [![](https://support.phonexa.com/hs-fs/hubfs/w3bBJXPYby.png?width=670&height=272&name=w3bBJXPYby.png)](https://support.phonexa.com/hubfs/w3bBJXPYby.png?hsLang=en) #### Payment Settings The **“Payment Settings”** block allows you to set up the payment method for the Publisher payout. You can choose different payment methods depending on the selected currency. To set up the Publisher’s payout process, select the preferable payment method in the **"Payment Type"** field and fill in the fields displayed depending on the selected type: - [PayPal](https://support.phonexa.com/payment-settings#pay-pal) - [Wire](https://support.phonexa.com/payment-settings#wire) - [ACH](https://support.phonexa.com/payment-settings#ach) - [Check](https://support.phonexa.com/payment-settings#check) - [Stripe](https://support.phonexa.com/payment-settings#stripe) - [Tipalti](https://support.phonexa.com/payment-settings#tipalti) #### **PayPal** PayPal is a digital payment platform that allows individuals and businesses to send and receive money online. Fill in the following fields when paying with this method: - **Payment Type:** Select the PayPal option for the Publisher payment processing. - **PayPal Account:** Enter the Publisher's PayPal account. [![payment setting 2](https://support.phonexa.com/hs-fs/hubfs/payment%20setting%202.png?width=670&height=63&name=payment%20setting%202.png)](https://support.phonexa.com/hubfs/payment%20setting%202.png?hsLang=en) #### **Wire** Wire is a method of transferring money electronically from one bank account to another, both domestically and internationally. Fill in the following fields when paying with this method: - **Payment Type:** Select the Wire option for the Publisher payment processing. - **Name of Account:** Enter the name of the account. - **Bank Name:** Enter the name of the bank. - **Account Number:** Enter the account number. - **ABA or Swift Code:** Enter the ABA or Swift Code. - **Bank Address:** Enter the bank address. - **Bank Phone:** Enter the bank phone number. - **Account Owner Address:** Enter the account owner's address. - **Account Owner Phone:** Enter the account owner's phone number. - **Pay In Local Currency:** Select **“No”** if you do not want to get payment in the local currency. Select **“Yes”** if you wish to get paid in the local currency. - **Please Select Your Currency:** If you selected **“Yes”** in the previous field, select the currency. - **Intermediary Bank:** Select **“No”** if you do not want to use the services of the intermediary bank. Select **“Yes”** if you wish to use the services of an intermediary bank. In this case, you need to enter the details of the intermediary bank. [![payment setting 3](https://support.phonexa.com/hs-fs/hubfs/payment%20setting%203.png?width=670&height=97&name=payment%20setting%203.png)](https://support.phonexa.com/hubfs/payment%20setting%203.png?hsLang=en) #### **ACH** ACH is an electronic funds transfer system used for direct deposits, bill payments, and other transactions in the United States. Fill in the following fields when paying with this method: - **Payment Type:** Select the ACH option for the Publisher payment processing. - **Name of Account:** Enter the name of the account. - **Bank Name:** Enter the name of the bank. - **Account Number:** Enter the Publisher's account number. - **ABA Or Swift Code:** Enter the ABA or Swift Code. - **Bank Address:** Enter the bank address. - **Bank Phone:** Enter the bank phone number. - **Account Owner Address:** Enter the account owner's address. - **Account Owner Phone:** Enter the account owner's phone number. - **Pay In Local Currency:** Select **“No”** if you do not want to get payment in the local currency. Select **“Yes”** if you wish to get paid in the local currency. - **Please Select Your Currency:** If you selected **“Yes”** in the previous field, select the currency. - **Intermediary Bank:** Select **“No”** if you do not want to use the services of the intermediary bank. Select **“Yes”** if you wish to use the services of an intermediary bank. In this case, you need to enter the details of the intermediary bank. [![payment setting 4](https://support.phonexa.com/hs-fs/hubfs/payment%20setting%204.png?width=670&height=99&name=payment%20setting%204.png)](https://support.phonexa.com/hubfs/payment%20setting%204.png?hsLang=en) #### **Check** Check is a written order directing a bank to pay a specific amount of money to the person or organization named on the check.  Fill in the following fields when paying with this method: - **Payment Type:** Select the Check option for the Publisher payment processing. - **Check Details:** Enter the Check details. [![payment setting 5](https://support.phonexa.com/hs-fs/hubfs/payment%20setting%205.png?width=670&height=62&name=payment%20setting%205.png)](https://support.phonexa.com/hubfs/payment%20setting%205.png?hsLang=en) #### **Stripe** Stripe is a payment processing platform that enables businesses to accept and manage online payments.  Fill in the following fields when paying with this method: - **Payment Type:** Select the Stripe option for the Publisher payment processing. - **Address:** Enter the Publisher's account number. [![payment setting 6](https://support.phonexa.com/hs-fs/hubfs/payment%20setting%206.png?width=670&height=82&name=payment%20setting%206.png)](https://support.phonexa.com/hubfs/payment%20setting%206.png?hsLang=en) *Note: The "Stripe" payment type can be enabled only for US Publishers via Books360. Read more about how to set up Stripe as a payment method in our Knowledge Base* [*article*](https://support.phonexa.com/how-to-set-up-stripe-as-payment-method?hsLang=en)*.* #### **Tipalti** Tipalti is a global payment automation system that pays out funds using ACH bank details. Fill in the following fields when paying with this method: - **Payment Type:** Select the Tipalti option for the Publisher's payment processing. - **Account:** Enter the account number. [![payment setting 7](https://support.phonexa.com/hs-fs/hubfs/payment%20setting%207.png?width=670&height=87&name=payment%20setting%207.png)](https://support.phonexa.com/hubfs/payment%20setting%207.png?hsLang=en) *Note: The "Tipalti" payment type can be enabled via Books360. Read more about how to set up Tipalti as a payment method in our Knowledge Base* [*article*](https://support.phonexa.com/how-to-set-up-tipalti-as-a-payment-method?hsLang=en)*.*   The Two-Factor protection option allows you to enable additional protection via Two-Factor Authentication (2FA) before saving changes to the payment settings. The protection works in the following way: before saving the changes to the payment settings, the current value of the authentication token from the authenticator app should be entered to complete the changes. To apply the Two-Factor protection, make sure that the Two-Factor Authentication option in the **“Security Settings”** tab of the **“Profile Settings”** section is enabled. Otherwise, the Two-Factor Protection option will not be available for use. *Read more about the Security Settings tab and instructions on how to enable the Two-Factor Authentication option for the account in the following Knowledge Base* [*article*](https://support.phonexa.com/my-profile-security-settings#two-factor)*.* *[![](https://support.phonexa.com/hs-fs/hubfs/zYra0gW1x3.png?width=670&height=97&name=zYra0gW1x3.png)](https://support.phonexa.com/hubfs/zYra0gW1x3.png?hsLang=en)* To apply the Two-Factor protection, enter the current value of the authentication token from the authenticator application, and click the **“Save”** button to complete the action.  [![](https://support.phonexa.com/hs-fs/hubfs/oZx1dNPlba.png?width=670&height=169&name=oZx1dNPlba.png)](https://support.phonexa.com/hubfs/oZx1dNPlba.png?hsLang=en) After entering the authentication token value and completing the settings, Two-Factor protection is enabled. [![](https://support.phonexa.com/hs-fs/hubfs/BExJp98nQe.png?width=670&height=130&name=BExJp98nQe.png)](https://support.phonexa.com/hubfs/BExJp98nQe.png?hsLang=en) In case of changes to the payment settings, to complete the changes after clicking the **“Save”** button in the payment settings block, the user needs to enter the current authentication token value in the **“Enter Verification Code”** pop-up window and click the **“Confirm”** button to complete the action.  [![](https://support.phonexa.com/hs-fs/hubfs/0VxMD65mb5.png?width=587&height=210&name=0VxMD65mb5.png)](https://support.phonexa.com/hubfs/0VxMD65mb5.png?hsLang=en) To disable the Two-Factor Protection feature, enter the current authentication token value and click the **“Disable”** button.  [![](https://support.phonexa.com/hs-fs/hubfs/XGbO3J27bq.png?width=670&height=86&name=XGbO3J27bq.png)](https://support.phonexa.com/hubfs/XGbO3J27bq.png?hsLang=en)   #### Payment History The **“Payment History”** block allows you to view all of the recent payouts made to the Publisher’s account. The list of transactions contains the following information: - **ID:** The ID number of the payout in the system. - **Product:** The name of the Product. - **Number:** The number of the payout. - **Date:** The date the payout was processed. - **Period:** The period for which the payout is created. - **Amount:** The amount of the payout that is added to the Publisher’s balance. [![payment setting 8](https://support.phonexa.com/hs-fs/hubfs/payment%20setting%208.png?width=670&height=84&name=payment%20setting%208.png)](https://support.phonexa.com/hubfs/payment%20setting%208.png?hsLang=en) To fill out the W9 form, which provides your accurate Taxpayer Identification Number (TIN) to the individual required to submit an information return to the IRS, click the **“Form W9”** button. To get a copy of the payout document, click the **“Download”** button. - [General information](https://support.phonexa.com/general-information?hsLang=en#main-content) - [Account Settings](https://support.phonexa.com/general-information?hsLang=en#account-settings) - [Security Settings](https://support.phonexa.com/general-information?hsLang=en#security-settings) - [Users](https://support.phonexa.com/general-information?hsLang=en#users) - [System Customization](https://support.phonexa.com/general-information?hsLang=en#system-customization) - [Project Customization](https://support.phonexa.com/general-information?hsLang=en#project-customization) - [Product Customization](https://support.phonexa.com/general-information?hsLang=en#product-customization) - [System Management](https://support.phonexa.com/general-information?hsLang=en#system-management) - [Support](https://support.phonexa.com/general-information?hsLang=en#support) - [LMS Sync & Call Logic](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#main-content) - [Extra Features](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#extra-features) - [Publisher Configuration](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#publisher-configuration) - [Client Management](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#client-management) - [System Logs](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#system-logs) - [Documents And References](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#documents-and-references) - [Reports and Analytics](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#reports-and-analytics) - [Publisher management](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#publisher-management) - [Call Logic Customization](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#call-logic-customization) - [Campaign Configuration](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#campaign-configuration) - [Feed CMS](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#feed-cms) - [Event Tracking](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#event-tracking) - [iClear](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#iclear) - [E-Delivery](https://support.phonexa.com/e-delivery?hsLang=en#main-content) - [List Management](https://support.phonexa.com/e-delivery?hsLang=en#list-management) - [Email Campaigns](https://support.phonexa.com/e-delivery?hsLang=en#email-campaigns) - [SMS Campaigns](https://support.phonexa.com/e-delivery?hsLang=en#sms-campaigns) - [Reports](https://support.phonexa.com/e-delivery?hsLang=en#reports) - [Suppression Management](https://support.phonexa.com/e-delivery?hsLang=en#suppression-management) - [Books360](https://support.phonexa.com/books360?hsLang=en#main-content) - [Books 360 Integration](https://support.phonexa.com/books360?hsLang=en#books-360-integration) - [Vendor Management](https://support.phonexa.com/books360?hsLang=en#vendor-management) - [Account](https://support.phonexa.com/books360?hsLang=en#account) - [Customer Management](https://support.phonexa.com/books360?hsLang=en#customer-management) - [Opt-Intel](https://support.phonexa.com/opt-intel?hsLang=en#main-content) - [List Management](https://support.phonexa.com/opt-intel?hsLang=en#list-management) - [All Reports](https://support.phonexa.com/opt-intel?hsLang=en#all-reports) - [Mailers](https://support.phonexa.com/opt-intel?hsLang=en#mailers) - [Campaigns](https://support.phonexa.com/opt-intel?hsLang=en#campaigns) - [System Management](https://support.phonexa.com/opt-intel?hsLang=en#system-management) - [HitMetrix](https://support.phonexa.com/hitmetrix?hsLang=en#main-content) - [Analytics](https://support.phonexa.com/hitmetrix?hsLang=en#analytics) - [Heatmaps](https://support.phonexa.com/hitmetrix?hsLang=en#heatmaps) - [System Management](https://support.phonexa.com/hitmetrix?hsLang=en#system-management) - [Lynx](https://support.phonexa.com/lynx?hsLang=en#main-content) - [Offers](https://support.phonexa.com/lynx?hsLang=en#offers) - [LYNX Reports](https://support.phonexa.com/lynx?hsLang=en#lynx-reports) - [Advertisers](https://support.phonexa.com/lynx?hsLang=en#advertisers) - [Affiliates](https://support.phonexa.com/lynx?hsLang=en#affiliates) - [Account Settings](https://support.phonexa.com/lynx?hsLang=en#account-settings) - [Cloud PBX](https://support.phonexa.com/cloud-pbx?hsLang=en) [![Phonexa\_logo\_color](https://support.phonexa.com/hubfs/Phonexa_logo_color.svg "Phonexa_logo_color")](https://phonexa.com/?hsLang=en) Phonexa Knowledge Base Copyright © 2026, Phonexa