Send a batch payout

When you would do this

Payroll, contractor runs, supplier settlement, any time you are paying a list of people rather than one.

A batch is approved and signed once, as a single item, rather than one approval per recipient.

Steps: build the payee batch

1. Go to Governance › Counterparty and open Batches.
2. Create a new batch and give it a name.
3. Pick the chain. Every address in the batch must belong to it.
4. Add members, either by selecting counterparties individually or by bulk import.
5. To bulk import, download the template first. The Excel template is recommended because the address column is a dropdown of your counterparties on the selected chain, which prevents most mistakes. CSV works as a plain-text fallback.
6. Upload your file. Before anything is imported you get a preview showing how many rows are valid, how many have errors, and how many have warnings. Fix the errors and re-upload.
7. Import the members, then save the batch.

There is a maximum number of members per batch, shown on the import dialog.

Steps: pay the batch

1. Go to Operation › Pay and choose the Batch tab.
2. Select the payee batch. This loads the recipients and locks the asset.
3. Choose the source vault. It must hold the asset on the batch's network.
4. Review the payment lines. You can edit amounts and remove recipients here without changing the saved batch.
5. Check the total.
6. Select Run Checks.
7. Review the batch risk result, then send it to the signing queue.
8. Sign it in Operation › Signing.

What to expect

A batch takes the risk level of its riskiest member. If any single recipient is blocked, the entire batch is blocked. If any recipient is flagged, the batch is flagged.

If Strict Payout Mode is on and the batch contains any address that is new to you, the whole batch is flagged for Admin review.

When the batch executes, each recipient is paid. The Ledger shows the batch with its recipients and their individual statuses.

Common problems and what they mean

"No source vault is available for this network family." You do not have a vault on the batch's chain. Create one, or rebuild the batch on a chain you already hold funds on.

"Selected payee batch is missing chain or asset setup." The batch was saved without a chain or asset. Open it in Counterparties and complete it.

"No balance found." The source vault does not hold the asset. Fund it or pick another vault.

Rows rejected on import. The address does not belong to the selected chain, is not a registered counterparty address, or the amount is not a valid number. The preview names the row.

One recipient blocks everything. That is deliberate. Remove that recipient from the payment lines and pay them separately once resolved.