01
Save your business defaults
- 1Open Settings and find Payout settings.
- 2Set Completed request amount ($) and Becomes a customer bonus ($).
- 3Choose Pay per payout or Prepaid balance as the funding preference.
- 4Review the combined fee and estimated reference net amount.
- 5Save payout settings.
Proofly · Acme workspace · Fictional example
Workspace / Payout settingsMK
Payout settings
Default request payout
$50.00
Default customer conversion bonus
$100.00
Funding preference
Prepaid balance
Reply email
morgan@example.com
$50 gross → $9.75 combined fee → $40.25 reference net
Save payout settings
Example values only · No workspace changes
02
Defaults do not rewrite history
New requests prefill the saved business defaults, and the request form allows an override. Existing request offers keep their recorded amounts when settings change.
For a $50 gross payout, $9.75 is the combined fee and $40.25 goes to the reference. Conversion bonuses use the same fee structure; tips are separate.
Keep in mind
Choosing a funding preference is not activation of live billing. Stripe funding and payout tools are currently test-only.