The Regulr Payout page in posBoss is designed to let you know
If you have met (or not met) Stripe's requirements for paying money to your bank account
What has been paid out and what's coming soon
What payments have failed and need follow-up.
You can find this information on the management site under Regulr > Regulr Payouts
When you're setting up Regulr, this page shows a link to Stripe with some helpful information... but once you're all set up in Stripe, this caterpillar transforms into a beautiful butterfly of information about your incoming and overdue Regulr income.
Let's take a look!
The top section is split into two widgets.
Stripe Payments (Stripe transaction fees applied)
This shows what you can expect to see in your bank account now, and in the very near future. These values have had the Stripe fees removed.
Stripe Account Requirements
This shows you if you're all set up to get paid out by Stripe or if you haven't met any of their requirements and need to take action. Any requirements not met will link you through to the Stripe Integrations page, and onto Stripe to get them fixed.
Pending Regulr Payments
This section shows a further breakdown of information about what you should expect to get paid from Regulr. Please note that these values are prior to any Stripe fees being taken out. Here you can see what has been taken through Regulr app, plus any payments made by manual or automated invoices.
Press the arrow at the right of the total to view the payments in more detail.
Regulr Open Account Balances
This section shows a breakdown of what is accruing on your Regulr customers' tabs plus any open and not yet due invoices. (Note: these can be invoices for failed payments in the Regulr app that still have time before they become overdue)
These values are also prior to any Stripe fees being taken out.
Press the arrow at the right of the total to view the balances in more detail.
Regulr Overdue Account Balances
This section shows what is owed to you and needs following up. For payments to appear in here they have failed to pay their bill after many attempts at charging.
Press the arrow at the right of the total to view the accounts in arrears in more detail.
Failed to pay accounts
These overdue accounts have had three days of attempted charges in Regulr, along with email notifications. They failed before we implemented the automatic invoices being sent. Their account is suspended until they pay you in store. You can also manually send them an invoice.
These overdue accounts have had three days of attempted charges in Regulr, along with email notifications, followed by an invoice emailed to them for payment - which is now overdue. Their account is suspended until payment of the invoice.