Payments Workflow

1. In LinkTrust, navigate to Reports > Affiliates > Commissions.

2. Click Record Payments then select all payments you want to process. Once you have checked all payments you want to make click the Record Payments button. This will push all payments selected to Zipalti via API as either Bill records of Payment records depending on the Transaction Type selected during the configuration process.

   
   Note: This will automatically mark the payments in LinkTrust as paid.

3. From the screen you can check all payments you wish to process.

4. Once checked, click the Record Payments button.

   

5. This will sync the payments to Zipalti using the API. It also marks payments in LinkTrust as paid automatically.

   Note:
   This does not mean that Zipalti has actually processed the payment.
   If the fees exceed the payment amount the payment will not sync to Zipalti.

   

6. Login to Zipalti to access the Zipalti Hub.

7. If the Transaction Type was set to Payment during the setup process, the payments will be created as a payment batch. If the payer has approvals configured they will need to approve the payment batch by navigating to Payments > Payment History to locate the payment groupA group of payment orders/ instructions that the payer submits to Zipalti to execute payments to payees that was submitted and click Approve to approve the payment batch.

8. If the Transaction Type was set to Invoice during the setup process, the payments will be created as bills in a PendingPayment status. The payer will need to submit the payment for approval if Auto-Release has not been configured for their instance of Zipalti.

9. If necessary, Zipalti tells you how much to fund your virtual account to fulfill payments from the Funds Required tab.

10. Once the payment batch has been approved (if enabled) and sufficient funds are in the virtual account Zipalti will then issue payments to the payees.