--- title: "Managing invoices and payouts" description: "Find, filter and act on payouts and invoices—by status, type, partner and currency." lastModified: "2026-06-13" lang: "en" wordCount: 790 url: https://qualyhq.com/training/payouts/invoice-management-and-actions --- ## Site navigation - [For schools](/international-education/for-schools.md) — For international education schools - [For agents](/international-education/for-education-agents.md) — For international education agents - [Explore](/training.md) — Watch videos on how to use Qualy - [About](/about.md) — Learn about Qualy's mission and values - [Pricing](/pricing) - [5-min demo](/demo.md) - [Login](https://dashboard.qualyhq.com) # Managing invoices and payouts > Stay on top of what you owe partners and what they owe you. ## At a glance - **Intended for:** Everyone - **Available in:** All plans - **Reading time:** 4 minutes - **Last updated:** 31st May 2026 ## Quick summary The Payouts area lists every payout and invoice. Filter by status (pending, due, overdue, paid, pending review, paused, failed), by type, by partnership and by currency. Create standalone invoices and RCTI/self-billing invoices, and group or remit them in bulk. ## Overview As payments flow in, payouts and invoices flow out to partners. The **Payouts** area is where you find, filter and act on all of them. ## Finding what matters Filter the list by: - **Status** — pending, processing, due, overdue, paused, **pending review**, failed, paid (and refunded states) - **Type** — supplier payouts, markups, "keeping a percentage", and more - **Partnership** — everything for one partner - **Currency** — separate multi-currency activity Filter by **overdue** and **pending review** first thing each day—those are the payouts most likely to need action. ## Acting on a payout Open any payout or invoice to see its breakdown and take action—send it, pause it, or review it where approval is required. ## When a payout shows as Failed If a payout can't go through, Qualy marks it **Failed** and tells you exactly **why**—for example, a partner is missing a bank account or a legal address. Open the payout to see the reason, fix it (add the missing bank account or legal details), and it proceeds. At any time, you can also choose to **have that money sent to you instead**, so nothing stays stuck. Treat **Failed** the same way you treat **overdue**: open it, read the reason, and either fix the missing detail or redirect the payout to yourself. Money is never left with nowhere to go. ## Creating invoices From the Payouts area you can create: - **Create invoice** — a standalone (ad-hoc) invoice that isn't tied to a single payment, for a one-off charge - **New RCTI / self-billing invoice** — a Recipient Created Tax Invoice you raise on a supplier's behalf ## Bulk operations When you have many to handle: - **Group multiple invoices into one** — for example, to charge many students together rather than sending each separately - **New bulk payout / remittance** across several partners — and a school can use this to pay many agents at once See the bulk payouts and remittances guide for the full workflow, including raising ad-hoc invoices and grouping invoices in bulk. "Pending review" payouts are held for a manual check—often due to a compliance or allocation reason—before they settle. Clearing them keeps partners paid on time. ## Frequently asked questions ### Where do I manage payouts and invoices? In the Payouts area. It lists every payout and invoice and lets you filter by status, type, partnership and currency. ### What statuses can a payout have? Common ones include pending, processing, due, overdue, paused, pending review, failed and paid—plus refunded states. Filtering by status is the fastest way to find what needs attention. ### A payout shows as Failed—what do I do? Open it to see why it failed; Qualy always gives the reason, such as a partner missing a bank account or a legal address. Add the missing bank account or legal details and it proceeds. Or, at any time, you can have that money sent to you instead—so it's never stuck with nowhere to go. ### What's the difference between an invoice and a payout? They're two views of partner money. A payout is money moving to a partner; an invoice is the document for amounts owed. Qualy lets you create standalone invoices, including RCTI / self-billing invoices. ### What is an RCTI / self-billing invoice? A Recipient Created Tax Invoice—an invoice you raise on a supplier's behalf. Qualy can generate these as 'New RCTI / self-billing invoice'. ### Can I act on many payouts at once? Yes. Bulk operations let you group multiple invoices into one, or create a bulk payout / remittance across several partners. ### Can I filter payouts by partner? Yes—filter 'by partnership' to see everything for one partner, and by currency to separate multi-currency activity. ### How can I see every step behind a payout or invoice? Open it and look at its Activities. Each activity (such as sent a payout or sent an invoice) is recorded in plain language, and you can open it to see the detailed Traces—every step, who or what did it, timestamps, order and status. You can also copy the full timeline and traces. It's a complete audit trail of what happened to the money. ## Prefer doing this via the Qualy API? Head over to our developer docs for everything you need—endpoints, examples, and simple how-tos. 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