User Payment Flow

Overview 

Incentive payments can be sent to any partner users within Allbound without the need for registration on the XTRM platform.  These are most often sent in cases such as SPIFFs to sales reps or direct commissions. For individual payments, users simply need their full name and email address to receive funds.  When payments are sent to users, XTRM will generate a new account based on the name and email address and the account will show within the Allbound payments section once they have received funds to their newly created wallet.  Users can then link their bank account and withdraw funds or withdraw using gift cards as they would like.*

*Note: Users will need to verify their account details for withdrawal of larger amounts.  This is required for tax reporting purposes.  Users will be prompted to verify their account details on the Payments landing page and once verified they will have full withdrawal capabilities.  The information required includes First Name, Last Name, Tax ID, Mobile Number, Country, and Address.  Once again, this information will only be securely held within the XTRM platform, but the interface will be displayed to the partner within Allbound.

Settings To Allow Bank Transfer or Gift Cards

1. Click on the Settings icon on top right
   
2. Click on Revenue Settings
   
   
3. Click on Payment Settings
   
   
4. Select Gift Cards to enable gift cards. Both options can also be selected
   
   

Vendor Flow To Make Payments

For the payments feature, the vendor needs to do an initial setup. Here is the link for the setup

https://allbound.zendesk.com/hc/en-us/articles/21738071672467-Allbound-Payments-Implementation-Guide

Once the setup is completed and the incentives are generated for users, the vendor can make the payments to the users.

1. Go to the incentives dashboard. Dashboard --> Incentives
2. You can view all the incentives generated.
3. If there are incentives in the pending status, move it to approved.
4. Once approved, you can select the checkbox to highlight it. Then click on Actions and select Make Payment
5. This would open a modal with the select items. It would ask you to choose a wallet and add a description
   
6. Once clicked on Pay, it would move the status of the incentive to Paid
   

User Withdrawal Flow

https://allbound.zendesk.com/hc/en-us/articles/34677850703891-User-Payout-Withdrawal-Bank-Transfer-and-Gift-Cards

Limit of Funds Withdrawal