Payout Instruction

Payout Instruction

View Payout Instructions

1. Overview

This screen allows you to view the details of loan disbursement instructions, also known as payout instructions. A payout instruction is a command sent to a third-party Payout Service Provider (CSP) to disburse funds from a loan to a client or a merchant on the client's behalf. This screen provides a summary and status of these disbursement transactions.

2. Before You Begin: Prerequisites

Before accessing this feature, please ensure the following setups are complete:

Security Permissions: The user's role must have the correct resources enabled.
- Navigation: Setup > Security > Roles > Edit
- Required Resources:
  - Manage Payout Instructions
  - View Payout Instructions
Integration Setup: You must follow the specific setup guidelines for the Amber Integration.

3. Navigation

Go to Client Administration and search for the existing client.
Highlight the client and click the Loans button.
Highlight the relevant loan from the list.
Click the Payout Instruction button.

4. Payout Instruction Details

The following columns provide information about each payout instruction associated with the loan:

Column	Description
Home Branch	The branch the client is associated with.
Loan Number	The unique loan number for this payout instruction.
Payout CSP	The Payout Service Provider used for the disbursement.
CSP Reference	The unique reference number assigned to this transaction by the CSP.
Transaction Amount	The monetary value of the loan payout.
Status	The current status of the payout instruction (e.g., Completed, Failed).
Client Statement Ref	The reference text that will appear on the client's bank statement.
Merchant Statement Ref	The reference text that will appear on the merchant's bank statement (if applicable).
Error Code	If the payout failed, the specific error code returned by the CSP is displayed here.
Error Description	A detailed description of the error corresponding to the error code .

5. Available Actions

The following buttons are available on this screen:

Button Action Documentation

Edit Payout Instruction Opens a new screen to modify the details of the selected payout instruction . Edit payout instruction

Refund Payout Instruction Initiates the process to refund a payout transaction . Refund payout instruction

MAXMONEY Developed by MYCOMAX MICROFINANCE SOLUTIONS. Novamesh 18/06/2026