How to Download Payouts in Bulk

StoriiCare allows you to export multiple payout transactions at once into a CSV file. This is useful for financial reconciliation, accounting reviews, and reporting across multiple payments.

Follow the steps below to download payouts in bulk.

1. From the Dashboard, go to Billing.

2. Click the Payments tab.

3. Click the Multi-Select button in the top-right corner of the page.

4. Check the boxes next to each payout you wish to include in your report.

5. Click Bulk Actions in the top-right corner.

6. From the dropdown menu, select Export Transactions CSV.

7. Click Submit.

The selected payout transactions will download as a CSV file, which can be opened in Excel, Google Sheets, or other spreadsheet software.

The exported file includes the following transaction details:

• Amount – Total payout amount

• Currency – Currency used for the transaction

• Invoice ID – Unique identifier for the related invoice

• Payer – Name of the individual or organization who made the payment

• Payment ID – Unique payment transaction reference

• Available On – Date the payout became available

• Created – Date the payment transaction was created

• Category – Transaction category

• Status – Current payout status

• Type – Type of payment transaction

• Payment Processing Fee – Fee charged for processing the payment

• Amount Paid by Payer – Total amount the payer submitted

• Export payouts regularly to keep your financial records up to date.

• Use consistent date ranges when reconciling payouts with accounting systems.

• Store exported files securely to protect financial and participant data.

Need More Help?

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.