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Collecting a partner’s bank details, identity documents and tax forms used to be an email thread per partner, and a folder somewhere that nobody wanted to own. With Introw Pay the partner does it themselves, once per vendor, inside your portal, and your team only ever sees a status. This guide walks the partner’s side so you can explain it to them, then your side: the readiness statuses on every payout, the reminder that gets a partner unstuck, and the currency they are paid in.

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What you’ll achieve

Every partner with money waiting knows exactly what to do, does it in a few minutes, and shows Verified on your side. Partners who have not finished are reminded automatically with a link straight to the step they left, and nobody on your team ever handles a bank detail or a tax form.

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Before you start

1

Introw Pay is active

Easy payouts is your payout method. See Activate Introw Pay.
2

Partners can reach the Commissions section

Your partner portal experience includes the Commissions section, and the partner’s contacts have access to the portal.
3

Each partner has a champion

Payout reminders go to the partner champion. Set one on the partner record if it is empty, or the reminder cannot be sent.

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Steps

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Phase 1 - What the partner does, once

1

They see the money waiting

As soon as a payout is payable, the Commissions section of your portal shows the partner a banner: Unlock the amount from your company, with the note that this is a one-time setup, usually a few minutes. The button reads Link a bank account. The same prompt appears when they open the payout and in the payout list’s empty state, so they cannot miss it. Until then the section already shows their Forecasted, Expected, Upcoming payouts and Total paid amounts and every payout with its status.
2

They confirm who is getting paid

Link a bank account opens a short confirmation. Company name and Country are prefilled from what you have on the partner and can be corrected; Domain and Email are read-only. This is the legal entity the money goes to and the country whose verification and tax rules apply, so it is worth telling partners to check both. They choose Continue.
3

They verify with Introw Pay

Introw Pay takes over. It verifies the identity of the person setting up, and the business details and ownership where the country requires them. It collects the tax documentation for their country, such as a W-9 for US partners or a W-8BEN or W-8BEN-E elsewhere. And it confirms the bank account the money should land in. Verification can take up to seven days; most partners are approved much faster. When they are done they are returned to your portal. None of these details are stored in Introw or visible to your team.
4

They come back to a status

Back in the portal, the Payment details row on their payout reads Verification in progress and then Verified, with the masked bank account it is linked to. If something is still missing the row reads More information needed with a Continue setup button that resumes exactly where they left off. From then on they can Change bank details at any time from the same row, and every future payout from you is paid without another step.

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Phase 2 - What you see and do

1

Read the readiness status

Go to Payouts, open a batch, and open a partner’s payout. The Payment details row shows their readiness, and the batch table can be filtered on KYC ready:
  • Not connected - they have not started. Remind them.
  • Incomplete - they started, but verification details or a usable bank account are still missing. Remind them; the link resumes their setup.
  • Verified - Introw Pay can pay them. Nothing to do.
  • Restricted - payouts to their account are on hold until they provide more details. Remind them.
  • Deauthorized - their bank account is no longer linked. Remind them; they choose Reconnect bank account.
A partner who is not Verified is never blocked from seeing their earnings; they are only left out of a payment run until they are.
2

Send a reminder

Select one or more partners and choose Remind to set up payouts (or Remind partners to set up payouts), then Send reminder. Each partner champion gets an email with a Set up payouts link that lands them on the setup step, and your partner owner as the contact for questions. To avoid noise, a reminder goes out at most once per payout recipient per day; partners already Verified are skipped. You can also send it from the Pending payout setup group in the Pay commissions dialog, so a reminder never delays paying the partners who are ready.
3

Set the currency they are paid in

Introw Pay pays each partner in the currency on their partner record. Open the partner and set Currency in the partner info card, or set it for many at once from the partner list; the field shows when Multi-currency is on your plan. Their statement and the payout email use that currency too. A partner without one is paid in your company currency.

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Verify it worked

The partner’s Payment details row reads Verified on your side and in their portal, the KYC ready filter includes them, and they no longer appear under Pending payout setup when you choose Pay now. On the next run they are paid without any action from you or them, and they receive the payout email with the statement in their currency.

Pay a payout cycle with Introw Pay

Pay the ready partners, hold the rest for next time.

Activate Introw Pay

The one-time switch, including the Commissions section partners need.

Multi-currency

Show and pay partners in their own currency.

Implementation reference

Every status and what resolves it.