1 44000223386 2019-01-14T11:36:56-05:00 Direct Pay contains information on how to send payments for your Creator's expenses in the platform. 44000329042 false Direct Pay 2 2019-01-14T11:36:56-05:00 1 1 2019-01-18T09:54:51-05:00 0 1 After submitting your Payment as a draft, you have the option to either delete the entire Payment or delete specific line items. This article will walk you through deleting Payments and line items. Deleting a Payment  Once your Payment has been saved, you have the option to completely delete your Payment. You can delete your Payment from both the Payment Dashboard and the Send Payments page.  Deleting a Payment from the Direct Pay Dashboard 1. To delete your Payment from the Payments Dashboard, locate the drop-down next to View and select Delete Payment.  Deleting a Payment from the Send Payment Page 1. To delete your Payment from the Send Payment page, select View. 2. From the Send Payment page, select Delete Payment on the bottom left-hand side of the page.  3. A pop-up will appear asking if you are sure you would like to continue. Select Delete Payment.  4. The Payment will then be removed from your Payments Dashboard. Deleting Line Items 1. Locate the Payment you would like to view the line items for and then select View. 2. From here you will be able to delete individual line items by clicking the drop-down arrow next to Upload files and selecting Remove Line Item.  3. A pop-up will appear asking if you are sure you would like to continue. Select Delete Line Item. 4. The line item will be removed and if you have other Line Item your Payment will reflect the new total. <p>After submitting your Payment as a draft, you have the option to either delete the entire Payment or delete specific line items. This article will walk you through deleting Payments and line items.</p><h4 data-post-processed="true"><strong>Deleting a Payment </strong></h4><p>Once your Payment has been saved, you have the option to completely delete your Payment. You can delete your Payment from both the Payment Dashboard and the Send Payments page. </p><h4 data-post-processed="true"><strong>Deleting a Payment from the Direct Pay Dashboard</strong></h4><p>1. To delete your Payment from the Payments Dashboard, locate the drop-down next to View and select <strong><em>Delete Payment</em></strong>. </p><p><br></p><p><img src="https://downloads.intercomcdn.com/i/o/73418546/f020e4be13c6a95e3911e889/jzw8os6_OAL8zrXnH5A1gcdH8SuDrWU6501-xy5OIJuwBfwbnSrX6dRSJYQnc8qq4lag2Z-YWhQWWWvWPSeaowdKZzRpw8unxmahX7gek9eFRWLsVm6mHAgtHnQqB-yaovhvbSje" class="fr-dii"></p><h4 data-post-processed="true"><strong>Deleting a Payment from the Send Payment Page</strong></h4><p>1. To delete your Payment from the Send Payment page, select <strong><em>View</em></strong>.</p><p><br></p><p><img src="https://downloads.intercomcdn.com/i/o/73418548/8fa90ff649db530ad9dbc9f4/7NlhjWHLHKWN9X0olwtyFmOx1NudzJrtNkA20HvYUFbYOt6Cl0gjtrBI0GiQN4KNED_hBWoBcKH0spEp-5txlzAZ8tHVAh349FBR3AOoiAXP5padUnG675Zd2fnHCLrzfHAnLqwZ" class="fr-dii"></p><p>2. From the Send Payment page, select<strong> <em>Delete Payment</em> </strong>on the bottom left-hand side of the page. </p><p><br></p><p><img src="https://downloads.intercomcdn.com/i/o/73418549/110a31c24d10e180a8c27cf2/xXVM0tQaGWIFgBVxUQOBFAWG44zJFq5vR8wH9-pFriI3YGxeMgQ-0C9AI0eXNvs8QXE17KFTID49p1-qjkgSWaqvwdQ94Gcq76SuQ2zuXx-pobQbJT7BPdRKpAEQcir4IMHeErg4" class="fr-dii"></p><p>3. A pop-up will appear asking if you are sure you would like to continue. Select <strong><em>Delete Payment</em></strong>. </p><p><img src="https://downloads.intercomcdn.com/i/o/73418551/d2baa2d81ac052217d68e2ef/rJ8mpMwA2KVxGauMJNaEy06nBmoG6iswVQjjVx3O_Zqm5rBaK1dK_mU9eGIbHw36XOsqBGQWacZR4KscG2lSRmwpHnVNBi-b69a0LSnhEXXWGVVGeXdLT5Ze_uHhCrYiG3VEuOO6" class="fr-dii"></p><p>4. The Payment will then be removed from your Payments Dashboard.</p><p><br></p><h4 data-post-processed="true"><strong>Deleting Line Items</strong></h4><p>1. Locate the Payment you would like to view the line items for and then select <em><strong>View</strong></em>.</p><p><br></p><p><img src="https://downloads.intercomcdn.com/i/o/73418554/2c288824cf355e9dd341fbb2/Ry4YicLcvSt_E3cbTIm64CJQzHHEOM0F4IlhsvSVSJRnaKehbswUOWyi1IrftttoJlFAveChhrFmuezWrKIQX4bFGxtXpRJO2ce8vLfpfrUoBZG2nx9qC3Ch_4fU_3-LP6FDpi_h" class="fr-dii"></p><p>2. From here you will be able to delete individual line items by clicking the drop-down arrow next to Upload files and selecting <strong><em>Remove Line Item</em></strong>. </p><p><img src="https://downloads.intercomcdn.com/i/o/73418556/d5be4d652c39360257b855ae/AAY0x6xRGH6q6NY123hzgIwgdPk_RB3Yuj7GVSXrJ5pbJ3No444_PXXX_XlUIwEKXl9bVOT5tXXhRcQQx_q6-voZSt-zKJydCrLtxXs6tO4L7OfwLHsq6H29Y5fS1jjWNNNoF_a0" class="fr-dii"></p><p>3. A pop-up will appear asking if you are sure you would like to continue. Select <strong><em>Delete Line Item.</em></strong></p><p><img src="https://downloads.intercomcdn.com/i/o/73418487/8b0b415f8ab8d007233a3022/DeletePayment-DeleteLineItem.jpg" class="fr-dii"></p><p>4. The line item will be removed and if you have other Line Item your Payment will reflect the new total.</p><p><br></p> 44000329042 71 44000500991 2020-09-11T10:13:30-04:00 2043019438418 1 2 0 1 Deleting Payments And Line Items 2020-09-11T10:13:30-04:00 2043019438418 1 2019-01-18T09:56:43-05:00 0 0 If your Payment submission is in the Draft stage you will be able to edit your Payment information. This is the only time you will be able to edit your Payment information, so make sure it is accurate before sending to the Organizational Admin for approval.  1. Locate the Payment you would like to edit and select View to be taken to the Send Payment page.  2. To edit your line item(s), locate the drop-down arrow next to Upload Files and select Edit Line Item. 3. From here you will be able to make all of the necessary changes to your line item(s). Once you have finished with your edits select Save. 5. From this point you have the option to Delete, Save or Send your Payment. To submit your payment, select Send Payment.  6. Your Payment will then be sent to the Organizational Admin for approval. If you have chosen to save your Payment it will appear on your Payments Dashboard as a draft. <p>If your Payment submission is in the Draft stage you will be able to edit your Payment information. This is the only time you will be able to edit your Payment information, so make sure it is accurate before sending to the Organizational Admin for approval. </p><p>1. Locate the Payment you would like to edit and select <strong><em>View</em></strong> to be taken to the Send Payment page. </p><p><img src="https://downloads.intercomcdn.com/i/o/73420295/64a69292f3bc51f5836c1a5b/nYdyBa-C16Xmn2sod-xyZy_0rkKpVsWU1Jzexer5KE-P5Vk3xZYbwPxEP6W-oMa1iz16gmKP6wQBFVmDxtTDz317YV0IYM0n21ZzIy1FsJmMHXIF8KK3zleevSgcM4-MXldUhScy" class="fr-dii"></p><p>2. To edit your line item(s), locate the drop-down arrow next to Upload Files and select <strong><em>Edit Line Item</em></strong>.</p><p><img src="https://downloads.intercomcdn.com/i/o/73420296/43fc2aca01acc4a774e890c5/QkC9s7zSoA2sXiCsZHtJD4baGisg6lT3hU3VT5uKOVObEnngLLPcGnokcmZ4rAv6kcd0Jykfua7UH-AkRLpTMwiRXZWcQQIiq79P4t9jFbO0hmY_C9H05pAYV2_1TjhIs6cz_vnh" class="fr-dii"></p><p>3. From here you will be able to make all of the necessary changes to your line item(s). Once you have finished with your edits select <strong><em>Save</em></strong>.</p><p><img src="https://downloads.intercomcdn.com/i/o/73420298/b9cc17ccdc7d3a403e511531/5tVLxPegdOpiEhWuF6_f23_FNQDSyEr3vd4GCZxQaWdLU1f5t9M1-Erq82RLGhsyryRhvkvG8Mci8zCxxot_-Rpjmbysvk1h2-54erg1LxXsOn25GV99KC4Usa_ogfKGLAbp1KI1" class="fr-dii"></p><p>5. From this point you have the option to Delete, Save or Send your Payment. To submit your payment, select <strong><em>Send Payment</em></strong>. </p><p><img src="https://downloads.intercomcdn.com/i/o/73420301/014c83b540d3184e0e1d8d29/BhOsQ2WRg--cz3wnUbLMDzQKgbtglXTkOkaeA6v4DxfMI-vufbaPmRRG1hfn5LYD_XSMcLdwBJ4wnc_kwLfiF23HSflfQstl1fFs_Uf861KrlR6Jrm_54T6SpcgT7Bi7HaMpjqlZ" class="fr-dii"></p><p>6. Your Payment will then be sent to the Organizational Admin for approval. If you have chosen to save your Payment it will appear on your Payments Dashboard as a draft.</p><p><br></p> 44000329042 52 44000501022 2019-02-18T16:12:48-05:00 2043019438418 2 2 0 0 Editing A Line Item 2019-01-18T09:56:43-05:00 2043019438418 1 2019-01-18T09:58:33-05:00 0 0 The Direct Pay tab allows you to reimburse Creators for expenses incurred during the course of the Campaign. The top section of the Payments Dashboard will allow you to search through previously completed Payments by Creator name, transaction ID, status, and/or date range. You can also Send Payments to a Creator from this top section. The bottom section of the Payments Dashboard will show all Payments that have been created and/or requests received. The following information is included in the bottom section of the Payments Dashboard: ID - The payment ID. This number can be used to locate individual payments in the Search Payments bar.  Transaction Date - Date the payment will expire if not accepted or declined.  Type -  This will indicate whether the payment was requested by yourself (Request to) or sent from the Marketer (Payment From).  Name - The Creator that your payment was either sent to or requested from.   Status - There are a few different Status Types once a Payment is created:  Completed - The Payment was accepted by the Creator and is complete at this time. Denied - The Payment has been denied by either the Creator or the Organizational Admin. Click View to see the reason (if provided). Pending - The Creator has sent you a payment for review.  Pending Admin- The Payment is waiting for Organizational Admin approval.  Draft - A Payment that has been started but is not complete. Revision Requested - A request from either the Organizational Admin or the Creator to change the Payment. Canceled - A Payment Canceled by the Creator, Marketer or Organizational Admin. Expired - A Payment that was not accepted within seven (7) days.  Amount - Amount requested or sent for that specific payment.  When on the Payments Dashboard you can filter through your payments in a few different ways: Payment Search Bar Payment Status Payment Payout Amount Associated Campaign  Payment Date/Date Range  Payment Search Bar The Search Bar allows you to filter and search through Payments by Transaction ID or by Creator Name. Payment Status The Filter by Status drop-down menu allows you to filter your Payments so that only Payments that have a certain status are shown. For example, if you are looking to view only Payments that have been Completed, this is the filter option to use.  Payment Payout Amount The next filter allows you to view only Payments between a certain payout amount or that have a certain transaction date. Associated Campaign Select the Campaign associated with your Payment by selecting the drop-down under Campaign. This list will only include the Campaign created under that specific Marketer account.  Payment Date Or Date Range You can select a date range by clicking the drop-down next to Dates. Once you have set all of your search criteria, click Search to filter your results.  Date Date Range <p>The Direct Pay tab allows you to reimburse Creators for expenses incurred during the course of the Campaign. The top section of the Payments Dashboard will allow you to search through previously completed Payments by Creator name, transaction ID, status, and/or date range. You can also <a href="https://marketers.izea.com/support/solutions/articles/44000501056-reimbursing-creator-expenses" rel="noreferrer noopener">Send Payments</a><em> </em>to a Creator from this top section.</p><p>The bottom section of the Payments Dashboard will show all Payments that have been created and/or requests received. The following information is included in the bottom section of the Payments Dashboard:</p><ul><li><strong>ID</strong> - The payment ID. This number can be used to locate individual payments in the Search Payments bar. </li><li><strong>Transaction Date</strong> - Date the payment will expire if not accepted or declined. </li><li><strong>Type</strong> -  This will indicate whether the payment was requested by yourself (Request to) or sent from the Marketer (Payment From). </li><li><strong>Name</strong> - The Creator that your payment was either sent to or requested from.  </li><li><strong>Status</strong> - There are a few different Status Types once a Payment is created: </li><li><strong>Completed</strong> - The Payment was accepted by the Creator and is complete at this time.</li><li><strong>Denied</strong> - The Payment has been denied by either the Creator or the Organizational Admin. Click <em>View</em> to see the reason (if provided).</li><li><strong>Pending</strong> - The Creator has sent you a payment for review. </li><li><strong>Pending Admin</strong>- The Payment is waiting for Organizational Admin approval. </li><li><strong>Draft</strong> - A Payment that has been started but is not complete.</li><li><strong>Revision Requested</strong> - A request from either the Organizational Admin or the Creator to change the Payment.</li><li><strong>Canceled</strong> - A Payment Canceled by the Creator, Marketer or Organizational Admin.</li><li><strong>Expired</strong> - A Payment that was not accepted within seven (7) days. </li><li><strong>Amount</strong> - Amount requested or sent for that specific payment. </li></ul><p>When on the Payments Dashboard you can filter through your payments in a few different ways:</p><ul><li>Payment Search Bar</li><li>Payment Status</li><li>Payment Payout Amount</li><li>Associated Campaign </li><li>Payment Date/Date Range </li></ul><h4 data-post-processed="true"><strong>Payment Search Bar</strong></h4><p>The Search Bar allows you to filter and search through Payments by Transaction ID or by Creator Name.</p><p><img src="https://downloads.intercomcdn.com/i/o/73420539/d2b3d6eaf9ba2d8bb6f83361/OyZYn4JnYfwJT5Do-TcriDQGj9tonv4zgEXEfBv7RcZhEBe-ED-EzXS7AEudrDHwsy5dImpoCAVjgG7xhxXXmQfEu8z_a2yJESduYEjMx0qcYlK7UglCdJaEWmSggK_O0hJeUoQw" class="fr-dii"></p><h4 data-post-processed="true"><strong>Payment Status</strong></h4><p>The Filter by Status drop-down menu allows you to filter your Payments so that only Payments that have a certain status are shown. For example, if you are looking to view only Payments that have been Completed, this is the filter option to use. </p><p><img src="https://downloads.intercomcdn.com/i/o/73420541/8d2c34e749b2f6382288ea37/3Oxk5IohkmV05OzCn4zBMNeklie4vb9-We1gfOl_KgNrjdnKmEX4fsZJzlZN0BFEZltvssNZvT34eFH-deRMDs2kbqUSXan0RAfxTap0FHMNPr08yEMJfEY9eBAr-CLWDvLyxm5K" class="fr-dii"></p><h4 data-post-processed="true"><strong>Payment Payout Amount</strong></h4><p>The next filter allows you to view only Payments between a certain payout amount or that have a certain transaction date.</p><p><img src="https://downloads.intercomcdn.com/i/o/73420543/23222c089ffd61015b1b6b1b/0T9P8xpmcEPiweABLMbk_ifU1I9VZXk1i2q-t2ncBJ2LCSCDcXmr4squPsvDJxx23GhkVXw6bfLdS_MwbdS52j-EaHyHjoiObMaAknYv6be9GSiR4aabw-a2BNYgdzVCfco18BRv" class="fr-dii"></p><h4 data-post-processed="true"><strong>Associated Campaign</strong></h4><p>Select the Campaign associated with your Payment by selecting the drop-down under Campaign. This list will only include the Campaign created under that specific Marketer account. </p><p><img src="https://downloads.intercomcdn.com/i/o/73420544/9e1785a8d4b11cf9b5380f9d/PwOKRAkx1Wis6jAFs7tO417o1EgPrkSS4oeI8WQU_diieQfhifXOeY6AJKQl4u6SqUqJ61roK_QOhvNCr6qhnozsq5fFoQi_-_J1Hx8_SSwF_cWjzUGMB5X81I_A0rCISYgat5ZS" class="fr-dii"></p><h4 data-post-processed="true"><strong>Payment Date Or Date Range</strong></h4><p>You can select a date range by clicking the drop-down next to <em>Dates</em>. Once you have set all of your search criteria, click <strong><em>Search</em></strong> to filter your results. </p><p><strong>Date</strong></p><p><img src="https://downloads.intercomcdn.com/i/o/73420546/3fb6d36e7a23d832b5a1a68c/A2tEO1itd7GhREeWuks9CMdxsVf-D9AEzRksj5nOEdZjxQ1CTvFAZEckmoVDbl-mpmLEs_k0KQWyFXztnjlfeIX7pgeHXdHOqA4mOqPnIiaObKaU1SzJikRm52ze0w3whxM85Duo" class="fr-dii"></p><p><strong>Date Range</strong></p><p><img src="https://downloads.intercomcdn.com/i/o/73420549/10c009293a089843a760377d/lAmLMLfOIgHfOjWF_Ijwjgq_s_M0TqHZH3ulkKUlCu7YWDMp32-uh3gXmbKpdy0frIVhNxkN0ajRUvQkLIG2rpX-x_0PGDyBJ_mVX08wArEPbyZzJCiHQk16zEoTtxbgeKSEIU8-" class="fr-dii"></p><p><br></p> 44000329042 80 44000501039 2020-09-11T10:18:06-04:00 2043019438418 3 2 0 0 Navigating The Payments Tab 2020-09-11T10:18:06-04:00 2043019438418 1 2019-01-18T10:00:46-05:00 0 0 The Direct Pay tab allows you to reimburse Creators for expenses incurred during a Campaign. Please note that this is not the process to pay a Creator for creating Sponsored Content or Content without distribution. All payments for content should be facilitated through the Opportunity process. The following article will walk you through sending a Payment to a Creator to reimburse them for expenses.  1. Click the Direct Pay tab on the left-hand navigation.  2. If you have created any payments previously, they will appear here. To start a new payment, click the Send Payment button.  3. Enter the Payment Description. This will be shown to the Creator once your Payment has been created and sent.   4. Select the Associated Campaign. This is important as the payment to the Creator will be withdrawn from the selected Campaign. If you do not have funds in your Campaign Balance, these funds will come from your Account Balance.  5. Choose the Creator. At this point, you will select the Creator that this payment is assigned to. Simply start to type the name of the Creator in the box provided and a list of Creators will populate. Select the appropriate Creator.  6. Once you have filled out all of the above information, click Add Payment Details.  7. From here you will be taken to the Send Payment page. The top portion of the Send Payment page will show the Creator's name, Location, Campaign, Description, the Transaction ID number, and the Payment status. In order to submit your Payment to the Creator, you will need to add line items to the Payment. Date - This can be the date the expense occurred or the current date.  Type - The Type of Payment being made. The Payment can be related to an expense for a Sponsorship or Content Opportunity or can be a general Expense or Misc Payment if not related to a Campaign. Selecting Expense or Misc will allow you to select a Merchant in the next step, however, selecting a Sponsorship or Content type will not allow you to complete this field.  Merchant - This option is only if you select an Expense or Misc Payment Type. This is a free-form field and is optional. Notes - Enter any necessary notes to describe the Payment. Amount - Enter the Payment amount. Once you have entered all of this information, click Create Line Item.  8. The line item will be created below and a Transaction Fee will automatically be added. You can upload receipts or any other needed documentation by clicking the Upload Files button. If needed, you can Edit or Remove the line item by clicking the drop-down next to Upload Files.  6. Once you have added all necessary line items for the Payment, click Send Payment.  7. Your Payment will be sent to your Organizations Admin for review and once approved sent to the Creator.  <p>The Direct Pay tab allows you to reimburse Creators for expenses incurred during a Campaign. Please note that this is not the process to pay a Creator for creating Sponsored Content or Content without distribution. All payments for content should be facilitated through the Opportunity process. The following article will walk you through sending a Payment to a Creator to reimburse them for expenses. </p><p>1. Click the <strong><em>Direct Pay</em></strong><em> tab</em> on the left-hand navigation. </p><p>2. If you have created any payments previously, they will appear here. To start a new payment, click the <strong><em>Send Payment</em></strong> button. </p><p><img src="https://downloads.intercomcdn.com/i/o/73420930/bccc32b50a74fafadee2954d/RMCQWz7X0bjqarxFHnsGhOxmwf-aV78YT42wNHtRGl9lf3Yz4_4FqX9X-hxd_qSTjI1s3hgLaC8EdVn9suae-mP0N4QOdvYZKk-n-xJdYpUVrj5XccMIrFHmHn712Jgr8tJ6z9S2" class="fr-dii"></p><p>3. Enter the Payment Description. This will be shown to the Creator once your Payment has been created and sent.  </p><p><img src="https://downloads.intercomcdn.com/i/o/73420931/4e0a3511a3b4eb1d81bda436/B05dv78CWyHPnXW8f978XR8rHDGe8uSu-Rdw5eDCIN-2zewPhUjsf2ALnqrYHAa6_2cyQ8reREhw3qFxyV5RjoyY4gMztFv4jnDseML5RJRr0V5jY739VaWXZoqgiM_5bkbhkklk" class="fr-dii"></p><p>4. Select the Associated Campaign. This is important as the payment to the Creator will be withdrawn from the selected Campaign. If you do not have funds in your Campaign Balance, these funds will come from your Account Balance. </p><p><img src="https://downloads.intercomcdn.com/i/o/73420932/751202363c19778d44df3c11/K-14Bw79Ho2FVW7_LE4OUXO0rwrsrEug5MdXMMS8vszO8gG8ahRADP0PmPL33U6qMf0KAlU_ElV22lSuNhIB5gMtyxi8BXgNUOr9diF7VLhHoCas76Z-rjfXw_YG-J1zuR4g6haD" class="fr-dii"><img src="https://downloads.intercomcdn.com/i/o/73420934/1fedaced9de087235d59b134/WdJeGsMZ9eCZTasZxf1i2wTWeHF5A0vAMh9IuEM_qq1PNqdnrWdAEHWZVXIP9H61U8iDO6a7ZmYcPmepnj8ekFN2yqsh2smw0lJ75hsllf-zbyg2U-Z2H2zJBMoL8bA2K9QCV13x" class="fr-dii"></p><p>5. Choose the Creator. At this point, you will select the Creator that this payment is assigned to. Simply start to type the name of the Creator in the box provided and a list of Creators will populate. Select the appropriate Creator. </p><p><img src="https://downloads.intercomcdn.com/i/o/73420935/a8c2cfc7a15a7a5c43d5a631/cBRwr89DSu7kNm2XC_0Vg1kv2h8hlNaVonsrg2GdZ42jYLzDVSWzigyxLmxHUE8Dm_la-YkG50OCC1u9Zz1bBVSXwOixyOTeF5mcEq1_47jpMXRhA0dgba5n2p4BbduHMyFLgxuw" class="fr-dii"></p><p>6. Once you have filled out all of the above information, click <strong><em>Add Payment Details</em></strong>. </p><p><img src="https://downloads.intercomcdn.com/i/o/73420937/06bf157c119ad60b03e558db/A_MWWfyBHLbwgb_sK-qaaniDAR8jpWCDZ7Vr6uBkgyDE3Ok3EDv0xqKK7kvWsoQ-fC_MPNMyDCehCvsCLsZcTPKJGpBBe7CxM1t7NRH5RyS7pGRCqHiAZ4vxq9mJx5vxyIeElKn2" class="fr-dii"></p><p>7. From here you will be taken to the Send Payment page. The top portion of the Send Payment page will show the Creator's name, Location, Campaign, Description, the Transaction ID number, and the Payment status. In order to submit your Payment to the Creator, you will need to add line items to the Payment.</p><p><img src="https://downloads.intercomcdn.com/i/o/73420938/540060db00cea63e9fac3475/yxkCBVWRVX2AysLxIxhYQheFQ3RMn4YJxDgtYX2qRfrI3uGLiuhJGexjzgMiBnwgPinjkO2Y61rA-9W2QvuY16wgM0KxvnbEvKvYPrdMyLLD2xDNRhCSrACC8si39y_zJ6PeWHTs" class="fr-dii"></p><ul><li><strong>Date</strong> - This can be the date the expense occurred or the current date. </li><li><strong>Type</strong> - The Type of Payment being made. The Payment can be related to an expense for a Sponsorship or Content Opportunity or can be a general Expense or Misc Payment if not related to a Campaign. Selecting Expense or Misc will allow you to select a Merchant in the next step, however, selecting a Sponsorship or Content type will not allow you to complete this field. </li><li><strong>Merchant</strong> - This option is only if you select an Expense or Misc Payment Type. This is a free-form field and is optional.</li><li><strong>Notes</strong> - Enter any necessary notes to describe the Payment.</li><li><strong>Amount</strong> - Enter the Payment amount.</li></ul><p>Once you have entered all of this information, click <strong><em>Create Line Item</em></strong>. </p><p><img src="https://downloads.intercomcdn.com/i/o/73420948/cd33bd38e5a53c51b459bdbf/3Htoy9ejO80x2AepGtvoWQLp4csHuN3w_dezRh7ndSPR_RmyvbksaSxeSKl6ZzxSIu7525l-B0wvH2MGTYNHnDRrpoBeQKr7QWhxWC7sY3BbSNkiaU0cuPNdoXtRUvzkmrspvyFf" class="fr-dii"></p><p>8. The line item will be created below and a Transaction Fee will automatically be added. You can upload receipts or any other needed documentation by clicking the Upload Files button. If needed, you can Edit or Remove the line item by clicking the drop-down next to Upload Files. </p><p><img src="https://downloads.intercomcdn.com/i/o/73420950/e848844c3ecf74666ce2f204/S3lXf7Nnk4sklsiYHXtB3mKqUrqvryp1fMhuL71vEPoc20QgllTRDwzFUtb9GgJ66wF1WMbWVyH-UHygTBJEVcdGQkZspg5lQ-1cY809Aupi8Qg3v8YM0szr8HpALLpXi-aEwRG4" class="fr-dii"></p><p>6. Once you have added all necessary line items for the Payment, click <strong><em>Send Payment</em></strong>. </p><p><img src="https://downloads.intercomcdn.com/i/o/73420951/2ee68e85828c2eb0fae6b59e/phaZZYDEeNKqDlEqoROxCpdBTMNGUKncsnB8jjFCCHjmSsQ2n4fO90X11n19gOHL1k4doYFlPeP83xnQYXb-yy2xUxa-w84xoyNkB1Oaysw7biWijtM7XBKEcT0zig9xXSGiyfPb" class="fr-dii"></p><p>7. Your Payment will be sent to your Organizations Admin for review and once approved sent to the Creator. </p><p><img src="https://downloads.intercomcdn.com/i/o/73420952/37840511d1ceb64b514bb983/zD94o25GW9YWTQj9c3_RozTAVxobY6JWDw9CZUMpt9V0qJp1PN6R66dWWD7mKapPiWKic4nq8NyL4733y9wZToHPKv9McOwuEzoBlHSfbQQyPOPBKmFTCJ2rJQ_wKbKm2EBfPhMg" class="fr-dii"></p><p><br></p> 44000329042 147 44000501056 2019-11-15T09:23:24-05:00 2043044474784 4 2 0 0 Using Direct Pay to Reimburse Creator Expenses 2019-11-15T09:23:24-05:00 2043019438418 1 2019-01-18T10:02:01-05:00 1 1 In addition to sending Payments to Creators, you can also receive Payment requests from Creators. This article will walk you through responding to a Creator Payment request. 1. Click the Direct Pay tab on the left-hand navigation.  2. On your Payments Dashboard, you will notice an Outstanding Balance amount. This is your first indication that there are Payments to review. Below that, you will notice a new line item that appears as a Request From Type. Click View to review the details of the Payment. 3. The top portion of the Payment transaction page will show the Creator's account name, location, payment description, and a button to View their Profile. Below that, you will find the payment due date, Transaction ID, as well as the Payment status. Next, you will see the transaction line item(s) as well as any attachments the Creator has provided. 4. The following actions can be taken on the Payment:  Deny Request - This will completely cancel the Payment request. We recommend including a reason for denying the Payment request.  Extend Timeframe - This allows you to extend the Payment due date by 24 hours. You can only extend the timeframe once per Payment.  Request Revision - Allows you to request that the Creator make changes to the Payment request. For example, if they have entered an incorrect amount or did not include a receipt you can request that they provide more information. Accept & Pay - This will allow you to associate the payment with a Campaign and accept the payment.  5. To accept the payment, select the Associated Campaign from the drop-down and click Yes, Accept Payment. Please note if you do not choose a Campaign the funds will be taken from your Available Balance.  <p>In addition to sending Payments to Creators, you can also receive Payment requests from Creators. This article will walk you through responding to a Creator Payment request.</p><p>1. Click the <strong><em>Direct Pay</em></strong> tab on the left-hand navigation. </p><p>2. On your Payments Dashboard, you will notice an <em>Outstanding Balance</em> amount. This is your first indication that there are Payments to review. Below that, you will notice a new line item that appears as a Request From Type. Click <strong><em>View</em></strong> to review the details of the Payment.</p><p><img src="https://downloads.intercomcdn.com/i/o/73421189/580f1a598c0b878a045b9eae/7WPJ60Ts-8hA2YznG8K2WuMmCeUCrPOzv-t25bIZVrj4TDL1dKXPnPCSPo9M0bXWC6RzeEOkM79TF-3cWC19NNrTQZMT2jg6JszAaQUt0bv13a9yV4jtZ0bqrASRqZTqdUNPRhe9" class="fr-dii"></p><p>3. The top portion of the Payment transaction page will show the Creator's account name, location, payment description, and a button to View their Profile. Below that, you will find the payment due date, Transaction ID, as well as the Payment status. Next, you will see the transaction line item(s) as well as any attachments the Creator has provided.</p><p><img src="https://downloads.intercomcdn.com/i/o/73421191/7f6d2251ec6c6d16b6cab6f5/vjLu54nC_FKu06a5o2pJPNLwz37Q9DYIbfzzyZetPYlCbDV7W_Wqs2aAmsDta5APK_6iv70d6VANPZsxJVThKgxCjihRwvFhCDdOqN1lwJmgIjLsSpxzspYTC-PF3JObMGd68uUS" class="fr-dii"></p><p>4. The following actions can be taken on the Payment: </p><ul><li><strong>Deny Request</strong> - This will completely cancel the Payment request. We recommend including a reason for denying the Payment request. </li><li><strong>Extend Timeframe</strong> - This allows you to extend the Payment due date by 24 hours. You can only extend the timeframe once per Payment. </li><li><strong>Request Revision</strong> - Allows you to request that the Creator make changes to the Payment request. For example, if they have entered an incorrect amount or did not include a receipt you can request that they provide more information.</li><li><strong>Accept &amp; Pay</strong> - This will allow you to associate the payment with a Campaign and accept the payment. </li></ul><p>5. To accept the payment, select the Associated Campaign from the drop-down and click <em>Y</em><strong><em>es, Accept Payment</em></strong>. <em>Please note if you do not choose a Campaign the funds will be taken from your Available Balance. </em></p><p><img src="https://downloads.intercomcdn.com/i/o/73421192/ba31747fbb65fe63169a7e5c/_6l-Mxj1BgrMgij0K7JHsokIcDkXBHfFs4wM8r78pzbVeHzR5apxBott4g8EgSGln3SfMCqs1u9WfssxvdIjONlksB2IV6OrK-Vs37eLSU6vpzvbAicF3P0uvHpmE2i9Z-gPwv9J" class="fr-dii"></p><p><br></p> 44000329042 80 44000501087 2019-04-02T15:59:15-04:00 2043019438418 5 2 1 1 Responding To Creator Payment Requests 2019-01-18T10:02:01-05:00 2043019438418 1 2019-01-18T10:04:21-05:00 0 0 If you would like to submit your Payment as a draft and come back to it you may do so at any time.  1. Select the Send Payment button on the top of your Payments Dashboard. 2. From here fill out all of the Payment details and select Add Payment Details. If you are unfamiliar with your adding Payment Details please see this article.  3. Fill out all of your Line Item details and select Create Line Item.  4. You will then see the option to save your Payment at the bottom of the Send Payment page. Click Save Payment. 5. The Payment will be saved to your Payments Dashboard as a draft. You can edit the Payment at any point while it is in the draft stage. <p>If you would like to submit your Payment as a draft and come back to it you may do so at any time. </p><p>1. Select the <strong><em>Send Payment</em></strong> button on the top of your Payments Dashboard.</p><p><img src="https://downloads.intercomcdn.com/i/o/73421293/c9ef8df4a0409e06aea82b32/geHMIkS5I1KBGb8L-I8Q6v1_WMXBal5xtg7RkUaKLrwtFDvK80M-zJRlHakNipWYhGTyGlZg7TrI4cs_-XlaH2_o1hLQr83Xx4Z4AHXPu5w5LJscWTupEQ1eeOIeHvAG9u8CdSOO" class="fr-dii"></p><p>2. From here fill out all of the Payment details and select <strong><em>Add Payment Details</em></strong>. If you are unfamiliar with your adding Payment Details please see this <a href="http://marketers.izea.com/support/solutions/articles/44000501039-navigating-the-payments-tab" rel="noreferrer noopener" target="_blank">article</a>. </p><p><img src="https://downloads.intercomcdn.com/i/o/73421295/83299e83ffe413cfe9091c5a/40BrTDGqd6Y6Ydin6LB_mahdyXp7Ak62_CkxiQODZW3JE8o_1hnNMb8JfDvL-rNNa53Wr17l9egA9iKC_wjaTPqi7-UOIx65NN30gh4C5Q-MqtHvLjwcdHLfIHwcC-f9j3JQ6FZM" class="fr-dii"></p><p>3. Fill out all of your Line Item details and select <strong><em>Create Line Item</em></strong>. </p><p><img src="https://downloads.intercomcdn.com/i/o/73421296/b6fdd95e80d6deb0da699fde/XkN1ftj9FULKVYJX_elPQUJciC6vDf5sqJSZihzIdOlcl3OsQjkfyyQsvZKFrpZUsxJ8MjiiKmylXrnvByZXnawnYG21Ul2mG6Lt2QV4EaAAZDQTzERrnkGjKUxATaqY2FJPjAUU" class="fr-dii"></p><p>4. You will then see the option to save your Payment at the bottom of the Send Payment page. Click <strong><em>Save Payment</em></strong>.</p><p><img src="https://downloads.intercomcdn.com/i/o/73421297/5ec8345c82001fd7b0e37263/vDgWOzBh9o9VunmcdgBjBuYLtrnNEuVQU63CORHIPJ2rp9KIDKT09R6GEIMk1qcm3OJSpOAqk3_vNQRI88GMypvfyfsMVi9xJP6R2I1npKv0I-Bq1wK1VX-qcXFxoF2uJvnP1fXu" class="fr-dii"></p><p>5. The Payment will be saved to your Payments Dashboard as a draft. You can edit the Payment at any point while it is in the draft stage.</p><p><img src="https://downloads.intercomcdn.com/i/o/73421301/9ba22c37b078be8496d520df/xoCGaDDJHEZiw7-0GOHOkFbmaSmsFwupUCsN9I385e1TSp6TvFF7jgjI3M_ZzT3eJk3BI8IzTOeYLGUyOs2b-kJXgAjf3SxhU8Appl0XdGkjB6HJ-Zjkt-ZHkIDaazuM2hBjzrPX" class="fr-dii"></p> 44000329042 52 44000501104 2020-11-18T15:00:00-05:00 2043044474784 6 2 0 0 Submitting Your Payment As A Draft 2020-11-18T15:00:00-05:00 2043019438418