AppsPayments

Balance and payouts · Autessa Payments

Balance and payout schedule

Autessa Payments puts what your customers pay into your balance and pays it out to your bank on the schedule you choose: daily, weekly, monthly or only when you ask, after a hold you set in days. The Balance and payouts section shows what is available, what is on the way and every payout sent.

A core invoicing and payments capability, done properly
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Payments · Balance and payoutsSAMPLE
Available
$3,912.40
On the way
$1,250.00

Payout schedule

DailyWeeklyMonthlyOnly when I askHold: 1 day

Payout history

Apr 12$1,920.00In transit
Apr 11$640.00Paid
Apr 10$2,310.55Paid

The problem it solves

Knowing when money lands matters as much as getting paid

Cash flow planning needs a clear answer to “when will it be in my bank?”. Autessa shows it on the same page as your invoices, with a schedule you control.

What you get

  • Balance shows available now and on the way to your bank.
  • Payout schedule: Daily, Weekly, Monthly or Only when I ask, with a hold in days (for example, Daily with a 1-day hold pays out yesterday’s payments every day).
  • Payout history lists every payout sent to your bank.
  • New payments take a short time to clear; bank-account payments take a few business days longer than cards.
  • Your first payout usually takes longer while the account is new.
  • If payouts pause, an “Autessa Payments needs your attention” email says what is missing.

How it works

How does balance and payout schedule work in Autessa Payments?

  1. Get verified

    Balance, schedule and history appear once your business is verified.

  2. Pick a frequency

    In Payout schedule, choose Daily, Weekly, Monthly or Only when I ask.

  3. Set the hold

    Days to wait before paying out a payment.

  4. Save schedule

    Payouts follow the new schedule.

Every option

Payout settings

OptionWhat it does
FrequencyDaily, Weekly, Monthly, Only when I ask.
Hold (days)Not used with Only when I ask.
Default accountPayouts go to the account marked Default.
Payout status (agents)paid, pending, in transit, failed, canceled.

Permissions

Who can do what?

WhoCan
Owner, Admin, Accountant (or any role with Payments)View balance and history and change the schedule in the web app (the CLI refuses schedule changes by default).
Payments guideNever changes payout settings.

AI assist

How AI helps here

An agent with the Get Payout Status tool can answer “has my money arrived?” with the status of your most recent payout.

Nothing that creates, sends or changes money happens until a person confirms it.

About the Payments guide →

Connected

How it connects to the rest of Autessa Payments

FAQ

Questions about balance and payout schedule

How often are payouts?

You choose: daily, weekly, monthly or only when you ask, with a hold in days.

Why don’t I see my balance yet?

Balance, schedule and history appear once your business is verified.

What if a payout fails?

The bank rejected it, usually because the account was closed. Link a working account and make it the default.

Autessa Payments

Try balance and payout schedule in Autessa Payments

Autessa Payments shows your balance and payout history and pays out daily, weekly, monthly or only when you ask, with a hold you set in days.

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100% customizable, code and all

Make Autessa Payments fully your own.

Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.

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