ClickSabi Pro
Payments & Disbursements
Requesting a disbursement
Submit a request with evidence, and what can block it.
Submit the request
Request against a completed milestone on a project that holds funds. Submitting reserves the amount and puts the request in the review queue.
Supporting evidence
Attaching evidence is optional but recommended: completion photos, inspection documents, signed completion forms, invoices or other supporting records. Evidence links to a document already in your workspace and never changes anything financial.
What blocks a request
A milestone that is not complete, a milestone with no allocated amount, a currency that does not match the project funds, a project holding more than one currency, no available funds, or an amount already requested.
Changing your mind
A submitted request can be cancelled by you, which releases the reserve. Once it is under review or approved, ClickSabi handles the outcome.
If it is declined
A decline always carries a reason, and the reserved amount returns to the project.
Related articles
- Payments & DisbursementsUnderstanding provider disbursementsHow project funds reach your business, and what each status means.
- Payments & DisbursementsSetting up your payout accountConnect and verify the account that receives approved funds.
- Payments & DisbursementsProject funds and what is availableHow funded, refunded, reserved and available are calculated.
- Payments & DisbursementsRequesting a paymentRaise a request, tie it to a milestone, and record offline payments.
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