Scripting on Payouts

Payout Calculation Scripts

Custom scripts can be applied during payout batch calculation to implement agency-specific fee rules, hold conditions, or distribution logic beyond the standard configuration.

When they run: During the Build Payouts action on a Payout Batch
Purpose: Apply custom fee calculations, conditional holds, distribution overrides

Common uses:

  • Apply a tiered fee structure based on designation amount
  • Hold designations from specific employers pending employer confirmation
  • Override fee calculation for specific fund types
  • Apply agency-specific minimum distribution thresholds

Configure payout calculation scripts in the GivingCampaign’s Integration tab or via a custom PayoutBatch extension.

Script context:

Variable Contents
payoutBatch The Payout Batch being calculated
fund The fund being evaluated
organization The agency organization
account The DonorPoint account
campaignYear The campaign year in scope

Scheduled Scripts for Payouts

Time-based automation for the payout lifecycle:

  • Nightly payout file generation — generate agency remittance files in required formats
  • Agency notification — email agencies their payout summary after batch commit
  • GL posting — post payout records to an accounting system

Configure in Integration → Scheduled Scripts.

→ Full context reference: Scripting Contexts