When you are at the end of your funding date, you can push all your related transactions to Vertalo for services or send them individually.
NOTE: Transactions must be in Payment Received or Complete status to send
To send transactions in bulk:
- Select Offers from the left menu
- Click into the offer where you would like to send transactions
- Choose Vertalo on the left
- Click Send Transactions
To send transactions individually:
- Select Transactions from the left menu
- Use the drop-down menu to filter for the offer where you would like to send transactions
- Select transactions by clicking the checkboxes
- Click Engage Selected
- Choose Send to Vertalo
References:
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