To navigate to the Payment Status dashboard, also know as the Payee dashboard, click on the Business ($) tab in the left primary taskbar. Then click Payees in the grey secondary taskbar.
On the Payees dashboard you will see a listing for each Payee your school has set up. This page will detail the Name, Payment Status, Payment Method and Payment Details.
Payment Status - This column will display a different colored badge indicating the status of that Payee.
A grey "Configured" badge indicates the Payee has the payment information setup and it is ready to receive payment.
A yellow "Not Configured" badge indicates the Payee still needs payment information setup for it.
A red "Locked" badge indicates the Payee is currently locked because the first successful payout has been made to this Payee.
The locked status step provides enhanced security for your organization against fraud and unauthorized changes.
When the Payee status is "Locked" (in red), no one can modify the bank account or check address details. To make a change, you must go through a formal unlock request.
How to Request Unlock of your Payment Information
To initiate your request to update locked payment information, you must first click the edit icon (the pencil) for the locked Payee.
Next you will click the yellow Request Unlock button. A modal will pop up that will lead you through the necessary steps of this process.
In this modal you must provide the reason for your unlock request. Once you have completed your reason for unlock, click Submit Request.
As noted, our team will respond to this request in 1-2 business days and you will be notified via email once the request is approved.
Once your request is approved, the payee status will change to "Unlocked" and the "Update Payment Method" button will reappear.
After you save your new information, the status will return to "Configured."
The Payment Status will automatically re-lock after its next successful payout.