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Settlements

The Settlements page is where you manage how your own money reaches you: an optional payout schedule that pays your Paysio balance out automatically, and your linked accounts, the bank accounts and debit cards you move money to and from. You link accounts so you can fund your balance (add money) or withdraw your balance to them.

How money reaches everyone else, the speed of a payout and the name on a recipient's statement, lives on its own page. See Payout settings.

Settlements are part of Paysio Debit & Payouts. If that is not set up yet, the page shows Not connected with a button to connect it first.

Payout schedule

By default payouts are manual: your balance stays put until you send money or withdraw it yourself. You can switch to automatic payouts instead, so your balance is paid out to a linked account of your choice on a schedule.

  1. On the Settlements page, choose Automatic.
  2. Pick how often to pay out: daily, weekly (pick the weekday), or monthly (pick the day of the month).
  3. Pick which linked account receives the payouts.
  4. Optionally keep a reserve: a percentage of your balance that stays behind every cycle.
  5. Save.

Automatic payouts run at a fixed time of day. The payout fee is taken from the amount sent, and if the balance is too small to pay out, that cycle is simply skipped. If a payout keeps failing, the schedule pauses itself and shows what went wrong. Fix the cause, then save the schedule again to resume it. Each automatic payout appears in your balance activity like any other withdrawal.

Adding a bank account

  1. On the Settlements page, click Add account.
  2. Choose Bank account.
  3. Enter the routing number (9 digits) and the account number.
  4. Optionally add a Label, such as "Business checking", to tell your accounts apart.
  5. Save it.

The first time you add any linked account, Paysio asks for your email once to set up payouts. After that it is not needed again.

Adding a debit card

  1. Click Add account and choose Debit card.
  2. Enter the card number and expiry.
  3. Save it.

A debit card can receive money quickly. Bank accounts show an Instant badge in the list when they can receive an instant transfer, so you can see which of your accounts pay out immediately versus over the standard bank rail. The badge only appears once you turn on instant payouts in Payout settings.

Your linked accounts

Each linked account appears in the list showing whether it is a bank account or debit card, its last four digits, an Instant badge if eligible, and a card's expiry. These are the accounts you pick from when you add money to your balance or withdraw from it.

Removing an account

To remove a linked account, click the trash icon next to it. This unlinks it from your workspace so it can no longer be used to fund or withdraw. Removing an account does not affect money already in your balance or any payout already on its way. You can add it again later if you need it.

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