Settlement

The Settlement section is crucial for managing and monitoring the settlement process in the ClaPay Back Office.
It provides a comprehensive overview of all transactions, including their status and details.

To receive payments through ClaPay, you'll need to provide a few essential details.
This ensures proper configuration of your payout process and wallet management.

💰 Settlement Process

After collecting funds via ClaPay, you can initiate the settlement process to receive your payments. This process is composed of two main parts:

1. ⚙️ Configuring payout methods in the Settlement tab
2. 🧾 Submitting settlement requests in the Make Settlement section

These steps ensure that your payout process is correctly set up, secure, and adapted to your business preferences.

⚙️

1. Configure Payment Methods

Before receiving payments, you must specify how ClaPay should pay you. This configuration takes place in the Settlement tab.

🪜 Steps:

1. Navigate to the tab Settings settlement
2. Define your preferred payment methods, such as:
   • 🏦 Bank account
   • 📱 Mobile money
   • 🪙 Cryptocurrency

These methods will be stored and displayed in a table of settlement settings.

🏦 For Bank Account

Here's how to set up a bank account for payouts:

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📱 For Mobile Money

Here's how to set up a mobile money account for payouts:

🪙 For Cryptocurrency

Here's how to set up a cryptocurrency wallet for payouts:

📋 Table of Payment Settings

Each configured payment method will appear in a table where you can:

• 🔍 View details by clicking on the *** button at the end of each row

• ✏️ Edit a method if necessary

• 🗑️ Delete a method that is no longer needed

This setup ensures flexibility in how you receive your funds and allows for easy management of multiple payout options.

🧾 2. Submit a Settlement Request

Once your payment methods are configured, you can request a payout by navigating to the Make Settlement section.

📊 Settlement Table Overview

In this section, you’ll see a table displaying your financial data per country, including:

• 💼 Potential Balance – the total amount available for settlement
• 🔒 Hold Balance – the amount currently on hold and not available for withdrawal
• 📤 Withdrawals – past withdrawals
• 📥 Deposits – recent fund inflows

📝 Submitting a Request

For each country listed in the table, if your available balance is sufficient:

1. Click the Submit button on the desired row

2. A form will appear asking for:

   • 📌 The payment method (chosen from those defined earlier)
   • 💲 The amount you wish to settle
   • 🧾 An optional description to add context to your request

3. Once completed, click the Submit button to submit the request

📂 Viewing Settlement Requests

All submitted requests are logged in the Settlement tab. This view allows you to:

• 📊 Track the status of each request
• 📁 View historical records of previous settlements
• 🔎 Ensure transparency and traceability of all payout operations

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✅ By following these steps, you ensure a smooth and secure settlement workflow within the ClaPay Back Office.

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