"Repasses" (Payouts)
The "Repasses" (Payouts) screen is for entering the account that receives your share and checking, payment by payment, how much the customer paid, how much you kept, and the status of each payout.
Address in the dashboard: /revenda/repasses
How to get there: Through the menu, through the "Ver os repasses" (View payouts) button on "Visão geral" (Overview), and through the "Conta de recebimento" (Receiving account) step of the welcome flow.
"Sua conta de recebimento" (Your receiving account)
Where your share goes, at the same moment the customer pays. The panel asks only for the account identifier, never its password or access key.
Buttons and actions
- "Informar a conta" (Enter the account)
- Opens the dialog to enter the receiving account for the first time.
- "Trocar" (Change)
- Opens the dialog to change the current receiving account.
- A status badge, with an explanation on hover: "Não informada" (Not entered), "Aguardando a primeira cobrança" (Waiting for the first charge), or "Confirmada" (Confirmed).
- The saved identifier and the date on which a real charge confirmed it.
- With no account entered: a notice that your customers cannot pay, because the charge is not created without a destination for your share.
- After a change: a notice of how many already-sold accounts keep sending money to the previous account. The change applies to future sales.
Enter or change the receiving account
A dialog with double confirmation: the identifier is typed twice, because the money goes every month to the number typed and there is no way to check whose account it is.
Fields and filters
- "Identificador da conta" (Account identifier)required
- Copied from your payment provider's panel: 36 characters in the 8-4-4-4-12 format, with no spaces. If the format is wrong, the field warns you right away.
- "Digite de novo para confirmar" (Type again to confirm)required
- The same identifier; if the two are different, the field warns you that they do not match.
Buttons and actions
- "Voltar" (Back)
- Closes without saving.
- "Guardar a conta" (Save the account)
- Saves the account entered for the first time.
- "Trocar a conta" (Change the account)
- Saves the new account; it is only enabled when both fields match and differ from the current account.
- When changing with already-sold accounts, the dialog warns that they keep using the previous account.
Money summary
Three numbers for what has already been split.
Fields and filters
- "Já na sua conta" (Already in your account)
- Available money, already settled.
- "A caminho" (On the way)
- Paid by the customer and within the payment method's release period; it also says how much depends on charges not yet paid.
- "Não aconteceu" (Did not happen)
- Splits undone by refund, cancellation, or block; the reasons are in the statement.
Entries
Each payment split, with the total number of entries and pagination.
Fields and filters
- "Cliente" (Customer)
- The account that paid, whether it was a "Mensalidade" (Subscription) or a "Recarga" (Top-up) and, when applicable, the reason the split did not happen.
- "Quando" (When)
- The entry date.
- "Situação" (Status)
- "Aguardando o pagamento" (Awaiting payment), "A caminho" (On the way), "Na sua conta" (In your account), "Não aconteceu" (Did not happen), "Recusado" (Rejected), or "Bloqueado" (Blocked); on hover, what that means for your pocket.
- "Cliente pagou" (Customer paid)
- The amount charged to the customer.
- "Sua parte" (Your share)
- What is yours in that charge; it appears struck through when the money did not come.
Buttons and actions
- "Anterior" (Previous)
- Goes back one page of the statement.
- "Próxima" (Next)
- Moves forward one page of the statement.
- On mobile, each entry becomes a card with "Sua parte" (Your share) highlighted.
- "Bloqueado" (Blocked) indicates an amount mismatch: there are two business days to fix it; after that, the payout is canceled.
Extra from per-item margin
What items with a margin above the account margin charged extra. The top-up is split instantly by the account margin; this extra is calculated from actual usage and paid at month close, to your receiving account. It only appears with "Preços e margens" (Prices & margins) enabled.
Fields and filters
- "Apurado em ‹mês› (até hoje)" (Calculated in ‹month› (to date))
- The month's extra so far, partial: it is recalculated with each use and the month closes on the date shown. It adds the amount accumulated from previous months, when there is any.
- "Pagamento previsto" (Expected payment)
- Up to the payment date (the 10th of the following month), with the amount and the transfer to your receiving account; or accumulating, while the total does not exceed the minimum amount; or closing, when the previous month is still being closed.
- "Itens com margem própria em uso" (Items with own margin in use)
- How many items with a margin above the account's had usage, and in how many accounts.
- "Por item" (Per item)
- Each item with the month's usage and the extra it generated, with the account count.
- "Por conta" (Per account)
- Each account with its margin, the items above the account's, and the extra they generate; closed accounts stay listed, marked.
- "Meses fechados" (Closed months)
- Each month already closed: how the total was formed (the month's own, plus the accumulated amount or minus refunds), the total, and the status "Acumulando" (Accumulating), "A pagar" (To be paid, until the date), or "Pago" (Paid, on ‹date›). A month that stayed accumulated and has already gone out with the next payout shows "Incluído no repasse de ‹mês›" (Included in the payout of ‹month›).
Buttons and actions
- "Ver o aditivo" (View the addendum)
- Before the addendum is signed, opens the addendum clause that enables payment of the extra.
- "Ajustar em Preços e margens" (Adjust in Prices & margins)
- When no item has its own margin, takes you to the "Margem sobre o uso" (Margin on usage) tab.
- "Tentar de novo" (Try again)
- On a loading error, opens the extra again; nothing changed in your money.
- A "calculating" badge while there is an extra in the month.
- A "Acumulado" (Accumulated) notice when a month stayed below the minimum amount and carried over to the next, and a "Fechando ‹mês›" (Closing ‹month›) notice while the final amount is being released.
- Refunds and returned top-ups are removed from the calculation. The end customer sees only the final price of each item.
- Before the addendum, the section shows "Disponível após a assinatura do aditivo ao contrato" (Available after the contract addendum is signed); your whole share arrives in the top-up split, instantly.
Screen states
- Loading
- The labels of the three numbers stay readable and only the values become a skeleton; the account card and the statement also appear as a skeleton.
- Nothing here yet
- Nothing has arrived yet: with no account entered, it asks you to enter one above; with one, it explains that your share appears at the same moment the first subscription is paid.
- If something goes wrong
- "Não conseguimos abrir os seus repasses" (We could not open your payouts): the screen assures you that nothing changed in your money or in the receiving account and offers "Tentar de novo" (Try again).
- Receiving account not entered
- A "Não informada" (Not entered) badge and a notice that customers cannot pay.
- Account entered with no charge yet
- A "Aguardando a primeira cobrança" (Waiting for the first charge) badge: the first sale confirms the number.