- Via the Dashboard.
- Via Payout Links APIs. You can also create Payout Links in bulk.
Create a Payout Link
Watch this video to know how to create a Payout Link or read along. To create a Payout Link:- Log in to your RazorpayX Dashboard.
- Navigate to Payout Links from the left menu.
- Click +PAYOUT LINK.
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Fill in the necessary details such as:
- The account from which the money must be debited.
- The Contact to whom you are making the payout. Or, click Add a new contact to create a new Contact.
- The contact’s email id and phone number. Choose where of the two you want to send the Payout Link to.
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Mandatory details like the Payout Link Amount, Purpose and Description. Set expiry for the link if applicable.
- Additional optional details such as reference id and internal notes under Add more details.
- Enter the OTP sent to your registered mobile number or email address, and confirm creation of the Payout Link.
Handy Tips
When Approval Workflow is Enabled
In some use cases, you can send the Payout Link for approval from the approver and then forward the link to the contact. Given below is the Payout Link creation flow when If Approval Workflow is enabled.- Create a Payout Link on the Dashboard.
- The Payout Link is then sent to the Approver for approval.
- Once approved, the Payout Link is sent to the Contact on the number and email provided.
Handy Tips
Other Actions
From the Overview page, click on the specific Payout Link and view its details. In the summary pop-up page, you can also:- Copy the Payout Link.
- Resend the Payout Link to the same contact and repeat the transaction.
- Cancel the Payout Link. You can also hover over the Payout Link row and access the copy, resend and cancel Payout Link options.
- Using the Quick Filters menu, filter out the Payout Links and transactions based on their status and other details.
- As an Owner/Approver, view the Payout Links pending on you from the same menu. Also view the Payout Links pending on a specific user role.
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Click the download icon to download the Payout Links report for a specific time range. Download as a
CSVor anXLSfile or email it.