After a client payment clears, Nagaris transfers the net amount to your firm's payout account. The Payouts page tracks those transfers. You can also see an expected payout date on an invoice while a payment is in progress.
Billing must be enabled for your organisation.
Payouts are deposited to the Payout Account configured in Settings → Billing. Client payments are automatically deposited to this account. Make sure the account is verified. See Setting up billing and client payments for your firm.
If your firm passes card surcharges to clients you receive the full invoice amount. Otherwise processing fees are deducted from the payout. In Xero, the fee is recorded as a Spend Money expense and the net deposit matches your bank feed automatically. See Setting up Xero accounts and invoice templates for billing.
Open Payouts in the sidebar's Billing group. Track fund transfers to your organisation's bank account. Each row is one transfer, with:
Completed: the date the payout completed.
Bank Account: which of your firm's bank accounts the payout was sent to.
Payments – how many client payments make: the payout.
Collected: the total amount collected from clients before fe.
Net Payout – the amount actually deposited to your bank account after fees.
Use the search box (Search payouts...) to find a specific transfer, click any column heading to sort, and use the Completed Date filter to narrow the list to payouts completed within a chosen date range. Use Reset filters to clear the search and date range at once.
Click a payout row to expand it and see the payments that make it up. The expanded table shows, for each payment:
Date – when the payment completed.
Client – the client the payment came from, linking to their client page.
Invoices – the invoice(s) the payment was applied to, linking to each invoice.
Amount – the payment amount before fees.
Fee – the processing fee deducted, if any.
Refunded – any amount refunded to the client.
Net Payout – the amount from this payment included in the payout.
On an invoice, the Payment History shows In Progress with an expected payout date. The estimate shows Today, Tomorrow or a date:
Where the payment processor has provided an expected settlement date, that date is shown.
Otherwise, a completed payment is estimated at 2 business days after completion, and a payment still processing at 3 business days after it started.
A scheduled payment is estimated from its scheduled charge date rather than today.
Failed and cancelled payments show no estimate.
Estimates are a guide. Bank clearance times vary, so treat Est. Payout as an estimate.
Payments made into a client's virtual account are matched to their invoices automatically and paid out quickly. The Xero settings card notes they are matched instantly and paid out the same day.
If a payout has not arrived by its estimated completion and your payout account details are correct and verified, contact support with the payout's amount and creation date.
