Help center / Settlements & statements

Automate your settlement schedule

Set when settlements generate and send each month.

For operators · 2 min read

Under Settings you control how settlements run each month.

Options

  • •Enable or disable automatic generation.
  • •Auto-approve on generate, or keep a manual approval step.
  • •Choose the day of the month to generate (1–28).
  • •Enable auto-send and pick the day to send.
Note: Prefer a hands-on close? Turn auto-approve and auto-send off, and use Generate now plus the approve/send buttons when you're ready.

Related articles

› Setting up deduction rules › Generate & send settlements › Disputes & adjustments

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