Who is this article for?
Your clients pay you online by card, and you want to follow the money transferred to your bank account: when it arrives, which invoices it covers and how much the payment fees were.
This article explains where to find your payouts, how to read the table, how to filter and export it, and where to get your fees month by month.
Before you start: you have to set up the online payment system first, which can be done in the same section. See How do I activate the online payment system on Colib? Payments you record yourself (cash, cheque, Interac e-Transfer) are not part of these payouts.
1Open your payouts
- Go to www.colib.io/settings?show=payment. You can also click the Settings icon (gear) in the top bar, then Payments in the Admin menu on the left.
- Scroll down to the Payouts (Online payments) section. Here, you can view all the payouts and their associated fees, the most recent first.
2Read the table
| Column | What it shows |
|---|---|
| Available on | The date the money is available. The line without a date at the top groups the recent payments that are not part of a payout yet. |
| Status | In transit: the money is on its way to your bank account. Paid: the payout has been made. Available: the money is available in your payment account. |
| Invoices | The invoices paid online that make up the payout, with the amount of each invoice. Click a reference to open the invoice. |
| Beneficiary | Who receives the money: your practice, or a practitioner who receives their share on their own bank account. |
| Amount | The amount transferred, after the fees. For a currency other than the Canadian dollar, the line of recent payments shows the amount followed by minus fees. |
| Fees | The total payment fees (Stripe fees and Colib fee) of the payments included. N/A means that the payout could not be linked to payments in Colib. |
Payments usually take 4 to 7 calendar days to process, as reminded under the table. To understand how the fees are calculated, see What payment methods are accepted on Colib? What are the fees?
3Filter the payouts
- From — the table starts at this date. By default, it shows the last three months: pick an earlier date in the calendar to see older payouts.
- Beneficiary — All, your practice only, or one practitioner paid on their own bank account.
- Search — the search field (magnifying glass) finds a payout by date, status, invoice reference, beneficiary, amount or fees.
- Rows per page and Refresh data — to display more lines or reload the table.
4Export to Excel
Click the Excel icon (Export to Excel) at the top right of the section. The file lists each payout with its date, status, invoices, amount, fees, clinic and beneficiary, for the From date and the Beneficiary currently selected. The fees of each payout are included in the downloaded file.
Your fees month by month
For your tax return or your accountant, the Processing fees report of the Reports section (www.colib.io/reports?show=fees) adds up the fees of your online payments month by month (Stripe fees, Colib commission, fees on refunds) and exports them to Excel or PDF. For more details, see How to export a report of payment provider fees and payment taxes. For an overview of all the reports, please see the article titled "How to use the Reports section".
Good to know
- A red message above the table? — our payment provider needs more information, and your payouts may be held until you provide it. For more details, please see the article titled "Our payment provider is asking for missing information: what should I do?".
- Practitioners paid directly — see How to split online payments between a practitioner and the practice.
- Refunds — see How to refund a payment.
- Be notified of each payment — please see the article titled "How to get an email when a client makes a payment".
Still have a question?
Write to us at support@colib.io, we will be happy to help.
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