After you successfully log in to your account, you will be redirected to your account dashboard. This dashboard serves as a centralized hub that provides you with a comprehensive overview of your account activity. It offers valuable information such as your recent payments, payout methods, and tax forms. Your dashboard will also keep you informed of the status of your account and notify you if any actions need to be taken.
If you haven't completed your account registration
When viewing your dashboard, you will have a call to action to fill our your information. This message indicates that you have not yet added an active payout method, completed a tax form(if necessary), or otherwise not finished your account registration. Depending on where you are in the registration process, we will let you know what you're missing. On the picture below, you can see what your dashboard will show you if you are missing any information. By clicking on Resolve, you will be directed to where the information needs to be entered.
If you have completed the account registration
After you have added a payout method and your tax form has been approved, the call to action will now show that your information is up to date. Ensuring that your information is always up to date will help keep your account in good standing and lower the chance of payments being returned or being held for regulatory review.
If a payment is returned or your tax information has expired or been voided, you will need to update your information before you can receive future payments.
Recent payments
Here you can see your recently added payments, as well as all your previous payments by clicking View All. You'll be able to see at a glance the amount, the name of the batch as well as the current status of your payment.
Payout methods
This section will list any payout methods that you have added to your account. You are able to add multiple different methods, but only one method will be considered the Default at any time. You can update or delete the default payout method by using the buttons to the right.
Tax forms
If your payor has tax forms enabled, any tax forms or withholding information will be available for you to review in this section. You can complete a new tax form, void an existing tax form, review your withholding rate, and update your statement delivery preference as needed.
Tax reports
At the beginning of each year, you will receive a tax report for the previous year. You will be able to download the reports for each year on your Dashboard under this section.