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Payout Automation

The Payout Automation feature helps automate the process of moving orders through different payout stages and generating commission invoices. This feature is only available for users on the Enterprise Plan. Below, we explain the different payout statuses and the steps to set up payout automation.


Understanding Payout Statuses

There are four different statuses for payouts that you will encounter:

  1. In-Process Orders:
    These are orders that have not met the necessary criteria for payout based on your configuration. Once the order status meets the set condition (e.g., delivered), it moves to the next status.
  2. Payables:
    Orders in this status are ready to be paid out. These orders have met the necessary conditions, and the commission invoices will be generated next.
  3. Unpaid Invoices:
    These are commission invoices that have been generated but not yet paid out.
  4. Paid Invoices:
    These are invoices that have been fully paid out.


Setting Up Payout Automation

Step 1: Plan Requirements

Ensure that you're on the Enterprise Plan to access the payout automation feature. Additionally, both the seller and vendor must have connected their Stripe or PayPal accounts in order for the payout automation to function correctly.

Once you've verified that you’re on the Enterprise Plan and the necessary accounts are connected, follow these steps to configure payout automation:

  1. Go to Settings
    Navigate to the Multi-Vendor Settings section and then to Payout Automation.
  2. Enable Auto-Move Orders
    In the Payout Automation settings, the first option is to enable auto-move for orders from In-Process to Payables.
    • Select the order status you want for the move. For example, you can select Delivered Orders. This means that only orders marked as "Delivered" will automatically move from In-Process to Payables. You can only choose one order status. For example, you cannot select both "New Orders" and "Delivered Orders" for this setting.

Step 2: Enable Auto-Generate Commission Invoices

The second step is to enable the automatic generation of commission invoices.

  • Cadence Options: Choose the frequency for generating commission invoices. You can select:
    • Daily: Commission invoices for all Delivered Orders will be generated once a day.
    • Weekly: Commission invoices will be generated once a week.
    • Bi-weekly: Commission invoices will be generated every two weeks.
    • Monthly: Commission invoices will be generated monthly.

Step 3: Auto-Pay Pending Invoices

Enable the Auto-Pay Pending Invoices option to have pending commission invoices paid automatically.

  • Once the Auto-Pay Pending Invoices option is turned on, all unpaid commission invoices will be automatically paid out once generated. The paid invoices will then be moved to the Paid Invoices tab.


How It Works

Let’s break down the flow with an example:

  1. Auto-Move Orders:
    Orders marked as Delivered automatically move from In-Process Orders to Payables.
  2. Auto-Generate Commission Invoices:
    Daily (or at your selected frequency), the commission invoices for Delivered Orders will be automatically generated.
  3. Auto-Pay Pending Invoices:
    Once the commission invoices are generated, they will be automatically paid out. These payments will then move to the Paid Invoices tab.


Important Notes

  • For an order to move from In-Process to Payables, two conditions must be met:
    1. The selected order status (e.g., Delivered) must be reached.
    2. The return window for the order must be closed.
  • Both the seller and vendor must have connected their Stripe or PayPal accounts for payouts to be processed. Without this connection, payout automation will not work.


If you’re stuck, reach us at team@shipturtle.com or open a ticket on the support page.