Send payments manually

3 min

Creating manual payments in Roster allows you to manage ambassador payouts outside of Roster's PayPal/Venmo integration, giving you control over how payments are issued. This method is useful for brands that prefer to process payments via their internal systems or need to handle custom payment methods. This guide walks you through the process of marking payments as sent manually and ensuring ambassadors are informed about their payment status.

Step-by-step instructions

Navigate to unsent payments

Click on Payments in the left navigation menu.

Select the Unsent Payments tab to view ambassadors with approved rewards ready for payment.

Filter and select payees

Apply filters to narrow down the list. See View unsent payments for tips on filtering this page.

Select the ambassadors you want to pay by checking their names from the list.

Initiate manual payment process

After selecting ambassadors, click on the Actions dropdown.

Choose Send Payments Manually from the menu.

Review payment details

Review the summary dialogue showing:

Total ambassadors selected.

Total rewards.

Total payment amount.

In the Payment Method field, choose between:

Ambassador’s Preferred Payment Method: Use PayPal or Venmo if preferred methods are pre-defined but not integrated with Roster.

Custom: Specify an alternate method (e.g., ACH, check).

Optionally, add a private note for internal reference (this note won’t be visible to ambassadors).

Confirm by checking the box acknowledging responsibility for payments.

Click Mark as Paid to proceed.

Review payment batch

After marking payments as paid, choose to:

View Payments: Redirects to the Sent Payments tab filtered by the current batch.

Download CSV: Exports a CSV file with detailed payment information for handoff to your finance team.

Ensure all payment details in the batch match your expectations.

Notify ambassadors

If email notifications are enabled for the program, Roster will inform ambassadors of the payment status.

Verify that payments have been processed on your end to ensure accurate communication.

Need help?

For questions or assistance with sending payments manually, contact our customer success team at [email protected]. We’re here to help!