> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Get partners ready to be paid

> What a partner does once to receive money through Introw Pay, the verification statuses you see on your side, and how to remind the partners who have not finished.

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.

## 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.

## Before you start

<Steps>
  <Step title="Introw Pay is active">
    **Introw Pay** is your payout method. See [Activate Introw Pay](./activate-introw-pay).
  </Step>

  <Step title="Partners can reach the Commissions section">
    Your partner portal experience includes the **Commissions** section, and the partner's contacts have access to the portal.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Steps

### Phase 1 - What the partner does, once

<Steps>
  <Step title="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.
  </Step>

  <Step title="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**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

### Phase 2 - What you see and do

<Steps>
  <Step title="Read the readiness status">
    Go to [Payouts](https://app.introw.io/commission?section=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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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](/features/localization/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.
  </Step>
</Steps>

## 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.

## Related

<CardGroup cols={2}>
  <Card title="Pay a payout cycle with Introw Pay" icon="book-open" href="./pay-partners-with-introw-pay">
    Pay the ready partners, hold the rest for next time.
  </Card>

  <Card title="Activate Introw Pay" icon="book-open" href="./activate-introw-pay">
    The one-time switch, including the Commissions section partners need.
  </Card>

  <Card title="Multi-currency" icon="language" href="/features/localization/multi-currency">
    Show and pay partners in their own currency.
  </Card>

  <Card title="Implementation reference" icon="screwdriver-wrench" href="../technical">
    Every status and what resolves it.
  </Card>
</CardGroup>