Withdraw Request

The Withdraw Request page lists the withdrawal requests. Members send these from the Member Portal (see Withdraw in the Member Portal guide). From here you approve or reject each request, then mark it as paid once the money has been sent.

To open it: in the left menu, click Wallet > Withdraw Request.

Which requests you see

If your role can view all withdrawal requests, you see every request. Otherwise, you only see the requests you sent yourself.

Permissions

Set in Role & Permission:

Item	Permission
Withdraw Request menu and list	Withdrawal > View
See every request, not only yours	Withdrawal > View all
Approve / Reject	Withdrawal > Approve
Mark as Paid	Withdrawal > Mark as paid

1. Request table

The newest requests are shown first. Click Request Date, Received Amount or Status to sort.

Column	What it shows
Request Date	When the request was sent
User	Who sent the request, with their phone number
Wallet	The wallet the money is withdrawn from, for example Cash Wallet
Requested Amount	The amount taken from the wallet
Withdrawal Fee	The fee for this withdrawal
Received Amount	What the user receives: the requested amount minus the fee
Bank	The user's bank name, account number and account name
Remark	The rejection reason, or the payment reference number once paid. - if there is none
Attachment	The payment proof added when the request was marked as paid. Click a file to open it
Status	See part 3
Action	See part 4

2. Pages

Shows how many requests there are, for example 1 to 3 items of 3. Use the page numbers to move between pages, and Results per page to show 10, 25, 50 or 100 requests per page.

Status and actions

The table is wider than the page. Scroll it to the right to see Status and Action.

3. Status

Status	What it means
Pending	Waiting for review
Approved	Approved. The money will be paid on the wallet's payout day
Rejected	Not approved. The requested amount was returned to the user's wallet
Paid	The money has been sent to the user's bank

4. Action

The buttons depend on the status and on what your role can do.

Button	When you see it
Approve and Reject	The request is Pending and your role can approve withdrawals
Mark as Paid	The request is Approved and your role can mark withdrawals as paid

Approve a request

1. Click Approve on the row.
2. Click Yes to confirm.

You see Withdraw approved. The status changes to Approved, and the payout date is set to the next payout day of the wallet. The user gets a notification with the payout date.

note

A request can only be approved if the wallet has a payout day set. Otherwise you see an error and the request stays Pending.

Reject a request

1. Click Reject on the row.
2. In Reject Request, type the Reject Reason. It is required. Without it, you see Please provide a reason for rejection.
3. Click Reject, then Yes to confirm.

You see Withdraw rejected. The status changes to Rejected, and the full Requested Amount goes back to the user's wallet. The user gets a notification with the reason, and the reason is shown in Remark.

Mark a request as paid

After you have sent the money to the user's bank:

1. Click Mark as Paid on the row.
2. Type the Payment Reference No. It is required. Without it, you see Please enter payment reference number.
3. Optional: add the payment proof in Attachment. Click the upload area and choose one or more PDF, PNG or JPG files, up to 5MB each. A larger file is not added, and you see File size must be less than 5MB. Click Remove next to a file to take it off.
4. Click Mark as Paid, then Yes to confirm.

You see Withdraw marked as paid. The status changes to Paid, the reference number is shown in Remark, and the files are shown in Attachment. The user gets a notification with the reference number.