> For the complete documentation index, see [llms.txt](https://docs.finpay.id/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.finpay.id/documentation/disbursement/finpayku-disbursement-user-guide/create-disbursement-requests.md).

# Create disbursement requests

Create single, bulk, and scheduled bulk disbursement requests.

## Create disbursement requests

Create individual payments or upload a batch. Use schedules for recurring batch payments.

### Create a single request

{% stepper %}
{% step %}

### Open the request form

1. Go to **FinpayKU Disbursement** → **Disbursement Request** → **Single Disbursement**.
2. Click **Add**.
3. Select **Bank** or **E-Money**.
4. Click **Submit**.
   {% endstep %}

{% step %}

### Complete the required details

For a bank transfer, select a merchant and beneficiary.

To add a beneficiary, enable **Add New Beneficiary**. Enter the name, email, and account number. Click **Validate** to verify the account number.

Enter the amount in IDR. Select `BANK` or `BANK_ONLINE` as the transfer method.

For an e-money transfer, select a merchant and e-money beneficiary. New beneficiaries require a validated phone number and transfer amount.
{% endstep %}

{% step %}

### Add optional information

Expand **Sender Information** to provide sender details. Available fields include name, ID number, birth details, address, city, occupation, and country.

The country defaults to Indonesia. Sender ID numbers are encrypted.

Expand **Show optional fields** for `Channel TrxId`, notification email, CC, BCC, and notes.
{% endstep %}

{% step %}

### Submit the request

Click **Submit** after completing required fields. The request appears under **Needs Approval**.
{% endstep %}
{% endstepper %}

### Create an immediate bulk request

1. Go to **Disbursement Request** → **Bulk Disbursement**.
2. Select **Instant Approval**.
3. Click **Add**, then select **Bank** or **E-Money**.
4. Download and complete the provided Excel template.
5. Upload the `.xlsx` file. Files must not exceed 10 MB.

For bank transfers, select the merchant and transfer method. For e-money transfers, select the merchant and e-money service.

When asked whether to schedule the transaction, select **No**. Review the transaction, then click **Save as Draft**.

The batch appears under **Draft** with **Instant Approval** selected.

### Create a scheduled bulk request

1. Go to **Disbursement Request** → **Bulk Disbursement**.
2. Select **Scheduled Approval**.
3. Add and upload the batch using the provided `.xlsx` template.
4. Select **Yes** when asked whether to schedule the transaction.

Complete the schedule:

* **Scheduler Name** identifies the schedule.
* **Execution Date & Time** sets the first execution.
* **Delivery Frequency** is weekly or monthly.
* **Recurring** sets one to five executions.

Review the transaction, then click **Save as Draft**. The batch appears under **Draft** with **Scheduled Approval** selected.

### Manage draft batches

Open a draft batch with **Detail**. Batch statuses include **Draft**, **Needs Approval**, **Approved**, and **Rejected**.

Immediate batches show their reference, timestamps, creator, merchant, and total amount. Scheduled batches also show recurrence and active status.

Draft batches show upload validation results. **Upload Success** lists valid records. **Upload Failed** lists records with errors.

Use the toolbar to search, refresh, or download the batch. Use **Bulk Edit** to upload corrected failed records. Corrected files must be `.xlsx` and under 10 MB.

Use row actions to inspect or remove draft records. Delete actions require confirmation.

{% hint style="warning" %}
**Delete Batch** permanently removes the batch and every included transaction.
{% endhint %}

Click **Submit Request** to send the batch for approval. Its status changes to **Needs Approval**.


---

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