Send PayPal & Venmo payments
3 min
Sending payments in Roster via PayPal and Venmo is a seamless way to ensure your ambassadors are paid for their referral rewards. This guide walks you through the process step-by-step, including tips for avoiding common errors and managing payment batches.
Step-by-step instructions
Navigate to unsent payments
- Log in to your Roster account.
- 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.
Send payments via PayPal and Venmo
- Click the Actions dropdown and choose Send PayPal and Venmo Payments.
- Review the dialog that appears, showing:
- Number of ambassadors being paid.
- Total rewards and amount to be sent.
- (Optional) Enter a custom message to include with the PayPal email notification.
- Enter your Payment Password (set during PayPal integration setup).
- If you forget your password, click Forgot Password to disconnect and reconnect your PayPal integration.
- Click Send to process the payments.
View and manage payment batches
- After sending payments, choose View the List of Payments to review the batch.
- On the Sent Payments tab, filter by the batch to view all payments grouped together.
- Each batch ensures no overlap of rewards between multiple payment submissions.
- Export the batch as a CSV file for accounting or reporting purposes if needed.
Monitor payment statuses
- Payment statuses are updated in real-time:
- Processing: Payment is being processed by PayPal or Venmo.
- Paid: Payment has been completed.
- Refresh the page periodically to check the status updates.
- Note: Venmo payments may take slightly longer to process than PayPal payments.
Common issue: insufficient funds
- Ensure your PayPal balance has sufficient funds for both:
- Total payment amount.
- Associated PayPal fees (refer to PayPal’s fee table).
- If an insufficient funds error occurs:
- Add funds to your PayPal account.
- Retry the payment batch once the balance is updated.
Resources
Need help?
For troubleshooting PayPal or Venmo payment issues, refer to our PayPal Troubleshooting Guide. Contact our support team at [email protected] for further assistance.