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How to Edit Payouts

Learn how to edit the date and/or amount of scheduled payout records

If you have approved in schedule earnings and now have a scheduled payout record on your export tab as an admin, you can edit that payout if needed.

Using QuotaPath's edit payout feature on the export tab on the payouts page, you can change the payout date and/or the amount for an individual scheduled payout record.

This Edit Payout workflow is good for editing one or a few records. If you need to edit payouts in bulk, it may be faster to use the check boxes in the scheduled payout table, select many records, and then delete all payouts at once (so that you can go back and either reschedule them or un-approve them if the earnings need to be changed and re-approved).

How to Edit a scheduled Payout Record

  1. Go to the Export tab on the payouts page and find the payout record you would like to edit.

  2. Click the three-dot menu on the far right of the table to select "View Related Payouts."

  3. Click the three-dot menu in the Payouts table next to the Payout you wish to edit.

  4. Change the date and/or payout amount in the window that opens.

  5. Click Save.

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