Overview
This tutorial shows how to create a payout in the Swft dashboard. You can send payments to counterparties, attach invoices, choose the Safe, and track the payout through its stages.
Steps
1. Navigate to the Payout Section
Log in to your Swft dashboard.
From the sidebar menu, go to Move Money → Create Payout.
2. Select or Create a Counterparty
You will be directed to a page where you can Select an Existing Counterparty or Create a New One.
If the counterparty does not exist, follow the steps in the “Creating a Counterparty” guide.
Once selected, proceed to the next step.
3. Enter Payment Details
Fill in the following fields:
Amount: The value you want to send.
Date: When the payment should be made.
Invoice (optional): Upload an invoice or supporting document.
Source: Choose which Safe the funds will be sent from.
Notes (optional): Add any relevant payment details or internal notes.
Optional Step: Add Another Payment
If you need to schedule multiple payments to the same counterparty, you can add another payout before proceeding.
Click Add Another Payment and enter the new amount and date.
Each payment will appear as a separate line under the same counterparty for easier tracking.
4. Review Your Payout
Click Next to review all payout details on the summary page.
Double-check the counterparty, amount(s), source Safe, and attachments before proceeding.
5. Create and Track the Payout
Once you confirm all details, click Create.
The payout will now appear in the Payouts section as a draft under the Planned tab.
At this stage, it has not yet entered the approval cycle — the maker must submit it for approval before it can proceed through the approval stages and be processed.
