|
Written by: Meredith Last updated: 19 Nov., 2025 |
When a client pays an invoice online, the payment is first processed and then held in your B12 Payments balance. Once the funds clear, you can create a payout to move that money into your connected bank account.
This keeps your client payments organized and makes it easier to track what has been paid out versus what is still pending.
Creating a payout
1. In the left sidebar menu, go to 
Payments and Invoicing
2. Click Payments.
Funds under Available are ready to be transferred to a bank account.
Funds under Pending will become available 2-5 business days after you received the payment confirmation email.
3. Click Payouts and click Create payout to transfer the funds.
If you need to change the bank account that is receiving the payment, you can do so under Bank accounts.
Learn more about Online Payments and Invoicing here.