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Home > Set up and Manage your Account > Partner Payout
Partner Payout
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Julia Ingram
Oct 13, 2022
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Introduction

Partner Payout is a feature in Merchant Portal that conveniently allows Merchants to pay their partners from their Merchant Portal accounts. This user guide explains how to use the Partner Payout feature.

What You Need:
Merchants need approval to participate in the Partner Payout program. Please contact your Sales Rep to get set up.

Adding Partners

This section describes the various ways of adding partners to your Merchant Portal account, including how to edit, list and hide them.

Adding a Partner

Before you can pay a partner, you need to add partners to your Merchant Account. The following steps explain how to add a partner.

  1. Log into the Merchant Portal: https://mp.segpay.com/
  2. From the navigation menu, go to My Partners > Manage Partners
  3. If you have more than one Merchant account, select the account to which you want to add a partner.
  4. Click Add.
  5. Fill out the Add Partner form making sure to fill in all the required fields:

    ENTER A UNIQUE PARTNER IDENTIFIER
    This is a required field.

    PERSONAL INFORMATION
    Enter the full name of the person, the company name or both.

    LOCATION
    Enter the name of the country.

    PAYMENT INFORMATION
    Select one of the payment types and fill in the required fields for the type selected.


    OTHER INFORMATION
    KYC and AOP are for your own reference
  6. Click one of the Save options to save the partner information.

Adding Partners from a File

You can add partners one at a time using the Adding a Partner form. But you can also add multiple partners at once by importing a file containing the required information. This section explains how to add partners from a file.

1. Download the Template

To start adding partners from a file, download one of the templates from the Import Partners page:

  1. Log into the Merchant Portal: https://mp.segpay.com/
  2. From the navigation menu, go to My Partners > Manage Partner
  3. If you have more than one Merchant account, select the account to which you want to add a partner.
  4. Click Import.

  5. Download one of the file templates: Excel or CSV.

2. Enter Information into the Template & Save It

  1. Browse to the template download location on your device and open it.
  2. Fill out the file with your partner information making sure to add information into the required columns (red text):
    Merchant ID | MerchantPartnerID | Name |Country | Region | Beneficiary | AccountNumber | Routing Code | BankName | Bank Country | AccountType | Currency | BeginningDate

    NOTE: You can use these values for the AccountType field: Paxum, Segcard, Checking, Saving, Wire.
  3. Save and close the file when you’re ready to upload it.

3. Upload the File

  1. Drag the saved template file to the Upload File area or click Upload File to select it from your computer.

     
  1. Click Upload.
  2. Review the imported partners in the table making sure the data is correct.

  3. Click Save.

Adding Partners by Copying and Pasting CSV File Data

This is an alternate method for uploading a file. If you’re using a CSV file, you can copy and paste the file data into a text box on the Import partners page.

  1. Make sure the file is saved as a CSV (comma delimited) file.
  2. Open the CSV file in a text editor such as Notepad or Word.
  3. Copy all the text in the file.
  4. From the Merchant Portal navigation menu, go to My Partners > Manage Partners
  5. Click Import.
  6. Click CSV Text, paste the copied text into the CSV Text box, and then click Upload.
  7. Review the imported partners, and then click Save.


    A message appears if the upload is successful:

Troubleshooting: Adding Partners from a File

This section explains how to resolve common errors related to adding partners from a file.

Warning - Invalid File Content

This warning message appears whenever required information is missing from the file. Review your file and make sure all the required columns have data.

Validation Status - Invalid

This status appears after uploading a file. You'll see the Invalid status in the Partners for Import window. This error occurs whenever the data in the file is incorrect. You can still save the file upload, but the invalid entry won't be added.

 

Validation Status - Partner Already Exists

An invalid message appears if your file contains an partner already in your account. If you need to change information for an existing partner, go to My Partners > Manage Partners.

Listing Partners

Once you’ve added partners to your account, you can list them using different filters/search criteria.

  1. Log into the Merchant Portal: https://mp.segpay.com/
  2. From the navigation menu, go to My Partners > Manage Partners
  3. If you have more than one Merchant account, select the account for which you want to view a list of your partners.
  4. Click Show Additional Filter.
  5. Select search criteria from the drop-down menus, then click Generate.
  6. View the generated list and note the options to save it and download it as a file.

Editing Partners

After adding partners to your Merchant Account, you can edit and update partner information. This section explains how to edit partners.

  1. Log into the Merchant Portal: https://mp.segpay.com/
  2. From the navigation menu, go to My Partners > Manage Partners
  3. If you have more than one Merchant account, select the account for which you want to view a list of your partners.
  4. Look for the partner in the list that you want to edit, and click the Edit link from the Actions column.
  5. On the Edit Partner page, update the information and click one of the Save options.

Hiding Partners

If one of your partners is no longer active, change the partner status to Closed. Then deselect the Closed filter to hide closed partners from a generated list.

  1. Log into the Merchant Portal: https://mp.segpay.com/
  2. From the navigation menu, go to My Partners > Manage Partners
  3. If you have more than one Merchant account, select the account for which you want to view a list of your partners.
  4. Look for the partner in the list that you want to edit, and click the Edit link from the Actions column.
  5. Set the Status to Closed.
  6. Click Save.
  7. To hide partners that are Closed, click the Status drop-down menu, deselect Closed, and click Generate.

Paying Partners

This section covers everything about paying partners and managing partner payments.

Adding a Payment

These steps explain how to send a payment to one partner.

  1. Log into the Merchant Portal: https://mp.segpay.com/
  2. From the navigation menu, go to My Partners > Add New Partner Payment
  1. In the Add Payment section, click the Partner drop-down menu and select the partner you want to pay.
  2. Enter the Amount and click Add Payment.

     

ℹ Note the Reference field. Entering information here is optional and can be used for tracking payments to the same person, for example.

  1. Send Payments.
  2. Click Agreed.
  3. Click OK.

 

Adding Payments from Last Payment Batch

This feature automatically lists all the partners from your most recent payment batch. You can quickly send payments and add or remove partners from the batch list.

  1. Log into the Merchant Portal: https://mp.segpay.com/
  2. From the navigation menu, go to My Partners > Add New Partner Payments
  1. Click Add all from Last Payment Batch
  1. In the Payments section, edit each entry by adding a new Amount:
    1. Click the Edit icon.
    2. Go to the Edit Payment section to enter an Amount, and then click Save Payment.
    3. Repeat for all partners listed.
  2. Click Send Payments. 
  1. Click Agreed. 
  2. Click OK.
⚠ Once a batch is submitted, there's no mechanism for stopping the payments.

 

Adding Payments from a File

Add multiple payments at once by entering partner payment information into an Excel or CSV file and uploading it. This feature works only if partners already exist in your Merchant Portal account. See Adding a Partner or Adding Partners from a File.

1. Download the Template

To start adding payments from a file, download one of the templates from the Partner Payments Management page:

  1. Log into the Merchant Portal: https://mp.segpay.com/
  2. From the navigation menu, go to My Partners > Add New Partner Payments.
  3. Click Import file. 
  4. Download the file template by clicking the Excel or CSV link. 

2. Enter Information into the File & Save It

  1. Open the file template you downloaded.
  2. Enter information in all the columns for each partner payment: MerchantID | MerchantPartnerID | MerchReference | Currency | Payment
  3. Save the file.

3. Upload the File to Add Payments

  1. Drag the saved file to the Upload File area or click Upload File to select it from your computer.
  2. Click Upload.
  3. Click Send Payments.
  4. Click Agreed.
  5. Click OK.

Adding Payments by Copying and Pasting CSV File Data
If you’re using a CSV file, you can copy and paste the file data into a web page text box instead of uploading the file.

  1. Make sure the CSV file is saved as a CSV (comma delimited) file.
  2. Open the Comma delimited CSV file in a text editor such as Notepad or Word.
  3. Copy all the text in the file.
  4. From the Merchant Portal navigation menu, go to My Partners > Add New Partner Payments
  5. Click Import file.
  6. Click CSV Text.
  7. Paste the text into the CSV Text box and click Upload. 
  8. Review payments and add any other payments you want to add to the batch.
  9. Click Send Payments.
  10. Click Agreed.
  11. Click OK.

Troubleshooting Adding Payments

This section covers some of the common warning and error messages related to adding payments.

Warning - Invalid File Content

This warning message appears whenever required information is missing from the file. Review your file and make sure all the required columns have data.

Currency Must Be USD

This error message appears when a currency other than USD is listed. If the currency isn't listed with all capital letters, it will also occur.

This Partner Does Not Exist

This error message appears when the partner hasn’t been added to My Partners or when the Merchant Partner ID is incorrect. You’ll need to correct each entry or remove invalid ones to send payments.

Listing Payments

Once you’ve added payments to your account, you can list them using different filters/search criteria:

  1. Log into the Merchant Portal: https://mp.segpay.com/
  2. From the navigation menu, go to My Partners > Partner Payments
  3. Select filters from the drop-down menus: 
    1. Select date or date range
    2. Select Merchant Account
    3. Select the Statuses you want to see
    4. Select Partners
  4. Click Generate Report.

Saving the Report

After generating a report based on the criteria you selected on the Partner Payments page, you have the option to Save the search criteria to your Merchant Portal account. Save your favorite search criteria and give it a custom name to retrieve next time.

  1. Click the Save icon.
  2. Keep the autogenerated report name or enter a name for the report and click Save.

    The saved report is listed as an option in the Choose from saved reports drop-down menu on the Partner Payments page.

Downloading the Report

After generating a report based on the criteria you selected on the Partner Payments page, you have the option to download the report in one of three file format types: CSV, Excel, PDF.

  1. Click the Download icon.
  2. In the Download window, make your selections for the file.

    Enter a Name for the file:


    Select a File type:
    Select one of the three file types: .csv, .xslx, .pdf. Then select a file type option.


    Select Additional Options for the file:
  3. Click Download.

Viewing Payment Status

On the Partner Payments page, you can generate a Partner Payment report based on the search criteria (see Adding a Payment). When you create the report, it lists the payments made to partners.

The Status column in the list shows the status of each payment.

The table below shows all the possible payment statuses and what they mean.

 

PAYMENT STATUS WHAT IT MEANS
Pending The payment is in progress.
Done The partner is receiving their payment.
Returned The payment failed and will be returned to the merchant.

 

⚠ If a payment is submitted, it can’t be removed or changed without emailing accounting for assistance: [email protected].

 

 

Getting Help

If you need help or have suggestions for this feature, please contact us at [email protected].

 

 

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Attachments

Segpay-MerchantPortal-PartnerPayout.pdf
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