This article explains how payment funds are routed when you have self-employed staff members with their own PhorestPay merchant accounts.
When you allow self-employed staff to have their own PhorestPay accounts, funds from card payments are automatically directed based on the type of sale and the staff member involved. Most payments go to the self-employed staff member who provided the service or made the sale, but some types of payments are always deposited into the business account. This article outlines which payments are sent to each account.
In this Article
Sales That Go to Self-Employed Staff Accounts
The following sales are routed to the self-employed staff member's PhorestPay account:
Services – Funds go to the self-employed staff member who performed the service
Courses/Series (in-house sales) – Funds go to whoever originally sold the Course/Series. The full payment is routed to the selling staff member's account at the point of sale, not split across individual session redemptions.
In-house Gift Card/Voucher sales – If a self-employed staff member sells a gift card in-house, the funds go to their account
Deposits – Funds for online booking deposits and in-house deposits are routed based on who is booked for the services. Deposits for services with self-employed staff go to their account. Deposits for services with non-self-employed staff are deposited into the business account.
No-show and cancellation charges – Funds go to the self-employed staff member(s) associated with the appointment.
Account credit – When clients pay to add credit to their account using your PhorestPay Card Terminal, the funds are assigned to the staff member who processed the payment.
Retail sales (optional) – By default, retail sales go to the business account. However, you can change this behavior using the Send Retail Sales To Business setting in Manager > PhorestPay > Settings. When this setting is disabled, retail sales will be directed to the self-employed staff member assigned to the checkout.
Sales That Always Go to the Business Account
The following sales are always considered business sales and will always be routed to the business PhorestPay account, regardless of who processes them:
Custom Fees – All custom fees go to the business account. Click here for more information on Custom Fees.
Membership purchases and redemptions – All membership-related payments are deposited into the business account.
Online Store sales – This includes sales from Expert Recommendations.
Courses/Series sold online – Online course/series purchases go to the business account.
Online Gift Card/Voucher sales – All online gift card purchases go to the business account
Important Note About Deposits
Deposits are routed to the staff member with whom the appointment was first booked.
Example: If a client books a service with a self-employed staff member and pays a deposit, the deposit is routed to the self-employed staff member's account. If the appointment is later reassigned to an employee, the deposit remains with the original self-employed staff member since the funds have already been routed to their account and cannot be transferred. The remaining payment goes to the business account.
Split Sales
When a sale includes items from both self-employed and non-self-employed staff, funds are automatically split. Items under the self-employed staff member go to their account, while the remaining items go to the business account.
Using Reports to See Where Payments Went
To see where PhorestPay funds have been routed, you can use the Sales Transactions report under Manager > Reports > Expand on the Sales Reports folder > Sales Transactions.
Here you will see the PhorestPay Account for all transactions in the specified Purchase Date date range.
You can also use the PhorestPay Account filter to view sales that were routed to specific accounts.