Automated payments FAQs

general what plans include automated payments? automated payments is available on growth , pro , and enterprise plans if you're on a different plan, contact your roster account manager to discuss upgrading can i use automated payments alongside other payment methods? yes you can enroll some programs in automated payments while using paypal & venmo or external payments for others you can also pay individual ambassadors manually even if their program is enrolled in automated payments what payment platform powers automated payments? roster partners with dots (dots dev) to handle wallet management, payment processing, tax compliance, and fund transfers is there a cost for automated payments? there is a $1 89 flat fee per domestic (u s ) payment and a 3% fee for international payments these fees are charged by dots there are no additional roster platform fees for automated payments payment schedule when are payments sent? payments are sent on the first tuesday of every month this schedule is fixed and applies to all brands what is the commission cutoff? the cutoff is the last day of the month before the payment month for example, commissions approved by january 31 are included in the march payment batch can i change the payment date? no, the first tuesday of the month schedule is standard for all brands and cannot be customized if you need payments on a different schedule for certain ambassadors, consider using paypal or external payments for those what happens to pending commissions? commissions still in "pending" status when the batch runs are automatically approved and included — unless you've manually rejected them before the payment date what time are payments processed? payments are processed early morning eastern time (et) all dates and times in the automated payments system are displayed in et bank account & ach how do i connect my bank account? go to settings > payment settings , scroll to the bank account for ach funding section, and click add bank account enter your routing number (9 digits), account number, and account type (checking or savings) can i change my bank account? yes in payment settings, click replace bank account to enter new account details your original account stays connected until the new one is successfully saved when is the ach transfer initiated? 10 business days before the payment date you receive a notification email with pdf invoice 18 business days before the payment date so you can ensure sufficient funds what if my ach transfer fails? roster automatically retries failed transfers if the retry fails, check that your bank account has sufficient funds and allows ach debits contact support\@getroster com mailto\ support\@getroster com if the issue persists what if my wallet already has enough money? the ach transfer is skipped — no funds are pulled from your bank this happens when your wallet has leftover balance from a previous batch can i add people to receive ach notification emails? yes in payment settings, add email addresses to the ach transfer notification emails field they'll receive the same ach notification and pdf invoice that team admins receive minimum payment amount what is the minimum payment amount? an optional, brand wide setting that excludes ambassadors from payment batches when their total commission balance is below the threshold this prevents micro payments where the processing fee exceeds the payout how do i set a minimum? go to settings > payment settings and find the minimum payment amount section choose "set a minimum payment amount" and enter a dollar amount (minimum $1 00) what happens to ambassadors below the minimum? their commissions roll forward automatically they're excluded from the current batch but included in a future batch once their balance meets or exceeds the minimum nothing is lost do below minimum ambassadors receive wallet setup reminders? no ambassadors below the minimum are excluded from wallet setup reminders to avoid confusion (setting up a wallet and then not receiving a payment) what do ambassadors below the minimum see? they see a progress bar on their payment info page showing their current balance vs the minimum, with a message explaining that their balance will roll forward can i change the minimum after a batch has been calculated? yes, but the change takes effect for the next batch, not the current one once pre calculation runs, the minimum is locked for that batch to keep projections consistent what's a good minimum to set? common thresholds are $10, $25, or $50 the main goal is to avoid payments where the $1 89 fee is a large percentage of the payout a $25 minimum is a popular choice ambassador wallets how do ambassadors set up their wallet? they receive email and in app reminders with a setup link the process involves phone verification, identity verification, tax form completion, and payout method selection — about 5 10 minutes total what payout methods can ambassadors use? bank account (direct deposit), paypal, venmo, cash app, and other methods supported by dots can ambassadors change their payout method? yes, at any time from their payment info page in the ambassador portal what if an ambassador doesn't set up their wallet? they won't receive automated payments their commissions remain in the system and are included in the next batch after they complete wallet setup you can also pay them manually in the meantime using paypal or external payments what if an ambassador works with multiple roster brands? they use the same wallet (verified by phone number) across all brands each brand's payments are tracked separately payments & batches how do i see who will be paid in the next batch? go to referral rewards > unsent payments > automated tab this shows all eligible ambassadors click more details for the payment schedule drawer with projected totals where do i see completed payments? go to referral rewards > sent payments you'll see payment batches and individual payments tabs can i export payment data? yes from the sent payments tab, filter to the batch you want and click export to download a csv what if a batch is skipped? a batch is skipped when no ambassadors are eligible (no wallets set up, no approved commissions, or all below minimum) a new batch for the following month is still created automatically can i manually trigger a payment batch? this is a roster admin feature available for testing purposes contact your account manager if you need a manual batch run tax compliance does roster handle w 9/w 8ben collection? yes tax forms are collected automatically during the ambassador's wallet setup process via dots you don't need to collect them separately does roster handle 1099 filing? yes dots generates and files 1099 forms for u s ambassadors who meet the irs reporting threshold ambassadors are notified and can access their forms through their dots account what about payments made outside automated payments? 1099 forms from dots only cover payments made through automated payments if you also pay ambassadors via paypal or external payments, you may need to handle 1099 filing separately for those amounts international ambassadors can international ambassadors use automated payments? yes international ambassadors go through the same wallet setup process and complete a w 8ben form instead of a w 9 what's the international fee? 3% of the payment amount you configure whether you (the brand) or the ambassador absorbs the fee in payment settings is venmo available for international ambassadors? venmo is u s only, but international ambassadors can use bank transfers, paypal, and other payout methods supported by dots in their country support who do i contact for payment issues? payment specific questions payments\@getroster com mailto\ payments\@getroster com general support support\@getroster com mailto\ support\@getroster com plan and pricing contact your roster account manager where can i learn more? getting started with automated payments docid\ kxktbrhvkt85lgcgcoswf understand automated payment timelines docid\ izpkfe4evl uafhaplldm troubleshooting automated payments