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Documentation

Viewing Your Settlements

You can view the settlements made from your account, including the destination, amount, currency, and status of each settlement.

This procedure requires Admin or Owner privileges.

How to View Your Settlements
  1. Sign in as described in Signing In to the Client Portal and navigate to My Account > Settlement.

    The Settlement page appears, listing all settlements for your account.

    ViewYourSettlements.png
  2. Review the settlements in the table. See the table below for details on each column:

    Description of Fields

    Field

    Description

    Destination

    The bank account, crypto wallet, or other payout destination that the settlement was sent to.

    Account Identifier

    The masked account number or wallet address of the destination account.

    Status

    The current state of the settlement. See Settlement Statuses below.

    Amount

    The amount of the settlement.

    Currency

    The currency of the settlement.

    Account Type

    The type of destination account, for example Bank account or Crypto.

    Settlement ID

    The unique ID of the settlement, prefixed with RPY-. Settlements that have not yet been assigned an ID show a dash (-).

    The following table lists the settlement statuses:

    Settlement Statuses

    Status

    Description

    Sent

    The settlement was sent to the destination account.

    Under review

    The settlement is being reviewed before it is sent.

    Returned

    The settlement was returned by the destination bank or account.

    Cancelled

    The settlement was cancelled and was not sent.

How to Download a Proof of Payment

You can download a proof of payment file for a settlement directly from the Settlement page.

  1. Navigate to the Settlement page as described above.

  2. Hover over the row of the settlement you want. A download icon appears next to the Settlement ID.

    DownloadProofofPayment.png
  3. Click the download icon.

    The proof of payment file for that settlement downloads to your computer.

Note

The download icon is only available for settlements that have a Settlement ID.