Payout methods and the minimum
A payout method is a way you are willing to pay a member — PayPal, a bank transfer, a gift card — together with the details you need from them in order to do it.
Members cannot request anything until at least one exists.
Adding one
Cashback Tracker → Settings → Member area → Payout methods → Add method…
Choosing from that list starts you off with a method that already has its fields filled in:
PayPal
Their PayPal email
Bank transfer (IBAN)
Account holder, IBAN, BIC/SWIFT, bank name
Bank transfer (local)
Account holder, bank name, sort/routing code, account number
Wise
Their Wise email
Crypto
Network (a choice list) and wallet address
Gift card
The email to send the card to
Custom
One empty field to write yourself
These are starting points, not fixed types. Rename the method, add fields, delete the ones you do not want. Nothing is recorded about which preset you picked, so a method built from the bank preset and one built by hand behave identically.
That matters because payout methods are local. If you pay through PIX, UPI, Interac e-Transfer, Bkash or anything else, start from Custom and describe it yourself.
Fields
Each field is three things: what the member sees, what kind of value it is, and whether they can leave it out.
Label
The words above the box on the member's form. Write it as an instruction — Account holder, not name.
Type
Text, Email, Number, IBAN, Choice list, or Country. See below.
Required
Whether the request can be sent without it.
A Choice list field takes its options as a comma-separated list — BTC, ETH, USDT — and the member gets a dropdown rather than a box. Use it wherever a typo would cost you: paying the right amount to the wrong network is not recoverable.
A method with no fields cannot be saved. It would appear on the member's form as something they can pick and then cannot fill in.
What gets checked, and what merely gets flagged
This split is worth understanding, because it decides who gets stopped and who gets warned.
The request is refused when a required field is empty, when an Email field does not hold an email address, or when a Choice list or Country field holds something that was not on the list. All three are certain to be wrong.
The request goes through, and you see a warning when an IBAN fails its checksum, or a Number field does not hold a number. The warning appears beside that detail on the payout row, so you see it before you pay.
The reason for the second group is worth saying plainly: an IBAN check we got wrong for one country would lock every member there out of being paid at all. Operators also label a field IBAN and then find members pasting a domestic account number into it, which is not wrong of them. A warning you can act on beats a refusal they cannot argue with.
Renaming and deleting a method
Both are safe.
A method keeps an internal id from the moment you create it, and that id never changes — so renaming PayPal to PayPal (personal) leaves every payout already requested under it working normally.
Every payout also stores its own copy of what the member filled in, labels included. So a payout requested last March still displays correctly after you relabel a field, and still displays correctly after you delete the method outright.
The minimum
Two settings, and the smaller one is not always the one that applies.
Minimum payout amount —
Settings→Member area. Applies to every method.0means no minimum.Minimum, on a method — applies to that method only. Leave it empty and the method uses the site-wide figure.
A per-method minimum is how you deal with a method that costs you something to use. If a bank transfer costs you a fixed fee, a £3 payout through it is not worth making; a PayPal one might be fine.
Members below the minimum are told how much further they have to go, rather than being shown a form that will refuse them.
What the member sees
Your account → Payouts.
They pick a method, and the fields for that method appear. Their available balance is filled in as the amount, which they can lower.
The Note you set on a method is shown with it, and it is the right place for anything they should know before choosing — Paid within 5 business days, Minimum £50, We cannot pay outside the EU.
What you see
Cashback Tracker → Payouts.
Each request shows its details as labelled lines — Account holder: A. Member, IBAN: GB82… — so you can read them straight into your bank's interface. Any warning from the checks above sits beside the detail it applies to.
Warnings are shown while a request can still be stopped, and stop being shown once it is paid or rejected.
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