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

1

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.

2

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.

3

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.

4

Submit the request

Click Submit after completing required fields. The request appears under Needs Approval.

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.

Delete Batch permanently removes the batch and every included transaction.

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