---
title: "Vendor Management: Payouts"
description: The Payouts section allows you to view, manage, and create Vendor payouts.
---
[Skip to content](https://support.phonexa.com/vendor-management-payouts#main-content)
[](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. [Books360](https://support.phonexa.com/books360?hsLang=en)
3. [Vendor Management](https://support.phonexa.com/books360?hsLang=en#vendor-management)
# Vendor Management: Payouts
## The Payouts section allows you to view, manage, and create Vendor payouts.
To access the payouts section, go to the **Vendor Management \> Payouts** section.
- [Payouts By Period](https://support.phonexa.com/vendor-management-payouts#payouts-by-period)
- [Payouts by Month](https://support.phonexa.com/vendor-management-payouts#payouts-by-month)
- [Batch Payouts](https://support.phonexa.com/vendor-management-payouts#batch-payouts)
[](https://support.phonexa.com/hubfs/vendor%20payouts%201.png?hsLang=en)
#### Payouts by Period
The **“Payouts By Period”** tab allows you to view all of the Vendor payouts in the system, displayed by period.
You can narrow down the search results by using the following filters:
- **Filter Date:** Select the date range for the report.
- **Vendor:** Select the specific Vendor.
- **Paid Status:** Select the payout status (*Pending* / *Paid*).
- **Payment Type:** Select the payment method.
- **Processor:** Select the payment system broker.
The list contains the following information:
- **ID:** The number assigned to the client for the payout record in the system.
- **Number:** The assigned payout number.
- **Date:** The date the payout document is created.
- **Paid At:** The date when the payout was "Marked as Paid".
- **Status:** The status of the payout.
- **Vendor:** The name of the Vendor for which the payout is created.
- **Amount:** The total amount of the payout.
- **Type:** The chosen payout method.
- **Processor:** The payment system broker.
- **Period:** The period for which the Vendor is paid.
- **Prior:** The previous period.
To view detailed information about the specific payout records, select the payout from the list and click the **“View Details”** button in the **“Actions”** column. To print or preview the payout blank, click the **“Print Preview”** button in the pop-up window.
[](https://support.phonexa.com/hubfs/vendor%20payouts%202.png?hsLang=en)
To mark the payout blank as paid, select the record from the list and click the **“Mark As Paid”** button in the **“Actions”** column. Fill in the following information in the pop-up window:
- **Payment Type:** Select the payment method from the drop-down list.
- **Bank:** Select the bank.
- **Description:** Enter the additional information.
To send a copy of the payout blank to the Publisher, check the **“Send Email with PDF to Vendor”** box. Click the **“Save and Mark As Paid”** button to complete.
[](https://support.phonexa.com/hubfs/vendor%20payouts%203.png?hsLang=en)
To adjust the amount set for the payout, select the payout record from the list and click the **“Adjustment”** button in the **“Actions''** column. Fill in the following information in the pop-up window:
- **Adjustment Date:** Select the specific date for the payout amount adjustment.
- **Amount:** Enter the amount you would like to add to the payout total. To reduce the payout amount, use a negative number.
- **Description:** Enter the additional information for the adjustment record.
To round up the payout amount, check the **“Add Inverted Transaction”** box. The odd amount will be added to the next payout period.
Click the **“Add Adjustment”** button to complete.
[](https://support.phonexa.com/hubfs/vendor%20payouts%204.png?hsLang=en)
To delete the payout document from the list, select the record from the list and click the **“Delete”** button in the **“Actions”** column. Confirm the action in the pop-up window by clicking the **“Delete”** button once again.
[](https://support.phonexa.com/hubfs/vendor%20payouts%205.png?hsLang=en)
#### Payouts by Month
The **“Payouts by Month”** tab allows you to create a single payout for a specific Vendor and time range.
You can narrow down the search results by using the following filters:
- **Filter Bill Date:** Select the date range for the report.
- **Vendor:** Select the specific Vendor.
- **Paid Status:** Select the payout status (*Pending* / *Paid*).
- **Payment Type:** Select the payment method.
The list contains the following information:
- **ID:** The number assigned to the client for the payout record in the system.
- **Number:** The assigned payout number.
- **Bill Date:** The date when the Vendor was paid.
- **Created:** The date the payout document is created.
- **Status:** The status of the payout.
- **Vendor:** The name of the Vendor for which the payout is created.
- **Amount:** The total amount of the payout.
- **Type:** The chosen payout method.
- **Period:** The period for which the Vendor is paid.
- **Paid At:** The date when the payout was "Marked as Paid".
[](https://support.phonexa.com/hubfs/vendor%20payouts%206.png?hsLang=en)
To view detailed information about the specific payout records, select the payout from the list and click the **“View Details”** button in the **“Actions”** column. To print or preview the payout blank, click the **“Print Preview”** button in the pop-up window.
[](https://support.phonexa.com/hubfs/vendor%20payouts%202.png?hsLang=en)
#### Batch Payouts
The **“Batch Payouts”** tab allows you to create multiple payouts for a specific Vendor in batches. To load data into the Vendors’ list, select the **“Current Payout Date”** in the filter block and click the **“Show”** button.
[](https://support.phonexa.com/hubfs/vendor%20payouts%208.png?hsLang=en)
You can narrow down the search results by using the following filters:
- **Current Payout Date:** Select the current payout date.
- **Vendor:** Select the specific Vendor.
- **Is Payable:** Select if the payout is payable.
- **Frequency:** Select the set frequency for the Vendor’s payouts.
The list contains the following information:
- **Vendor:** The name of the Vendor in the system.
- **Transactions:** The number of the Vendor’s transactions.
- **Amount:** The total amount available for the payout.
- **Is Payable:** The indicator displays if the amount is available for the payout.
- **Frequency:** The set frequency of the Vendor’s payouts.
- **Hold:** The hold period for the Vendor’s payouts.
- **Type:** The chosen payment method.
- **Period:** The period for which the Vendor is paid.
To create a batch payout, select the Vendor from the list and click the **“Create Payout”** button in the **“Actions”** column. In the pop-up window, select the dates for which you want to create a payout and click the **“Create”** button.
[](https://support.phonexa.com/hubfs/vendor%20payouts%209-1.png?hsLang=en)
[](https://support.phonexa.com/hubfs/vendor%20payouts%209-2.png?hsLang=en)
- [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)
[](https://phonexa.com/?hsLang=en)
Phonexa Knowledge Base
Copyright © 2026, Phonexa