#sandy-connect-sct

1 messages · Page 1 of 1 (latest)

uncut salmon
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Hi there

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What type of Connected Accounts?

stiff crescent
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we're using connect custom product

uncut salmon
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Gotcha and are you creating Charges on_behalf_of your Connected Account?

stiff crescent
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we havent migrated to SC&T

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we are using destination charges and we are using on_behalf_of only for canadian connected accts

uncut salmon
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Got it

stiff crescent
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but with sc&t i believe we can't use on_behalf_of for canadian

uncut salmon
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So basically the funds will use the delay_days of your platform unless you use on_behalf_of in which case they will use the delay_days of your Connected Account

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Once available funds are in your Connected Account, if the account is on automatic payouts, then the funds will always be paid out according to the Payout schedule

stiff crescent
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so youre saying with SC&T we can use delay_days of the platform we can transfer can also alter the available_on date for funds to be able to payout?

uncut salmon
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Yep that would be the way to do this if you use on_behalf_of

stiff crescent
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we dont use on_behalf_of

uncut salmon
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Then it won't really work

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Instead you want to hold the funds in your platform in that case

stiff crescent
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ah icic

uncut salmon
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And then transfer them when you want them paid out to the Connected Account

stiff crescent
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got it

uncut salmon
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Otherwise they will be available based on your platform delay

stiff crescent
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Will the flow look like this?
created_on date of charge: 3/1/23
available_on date: 3/3/23
created_on date of transfer: 3/3/23
available on date: 3/3/23

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youre saying when we initiate the transfer is when the funds become available for payout in the connected account. so the only way we can control the payoutdate is to hold the funds in the platform and transfer when we want it to be avaliable for payout?

uncut salmon
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Overall yes.

stiff crescent
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overall?

uncut salmon
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You can actually transfer funds before they are available using source_transaction

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But the date that they will be available for payout in the Connected Account will always be t+2 if that is the delay days for your platform and you don't use OBO

stiff crescent
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but that means the funds will become available after T+2

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we want to hold it for 21 days so we can only transfer on that 21th day

uncut salmon
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Correct

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Otherwise you put the Connected Account on manual payouts

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And then you control when the payout happens

stiff crescent
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ok so i guess we will opt to hold in our platform then transfer when ready since funds become available on thesame day of transfer

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1 more question

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do charges only tie to platform and transfers to connected accounts?

uncut salmon
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Transfers are on your platform which will then create Charges on the Connected Account

stiff crescent
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but i thought transfers is when platform transfers to connected only...

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the direct relationship between pplatform and connected

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and charges can only be done by platform

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isnt it first charges then transfer?

uncut salmon
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Yes

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When you perform a transfer it also creates a Charge. That Charge exists on the Connected Account and is a result of creating a Transfer on the platform account

stiff crescent
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hmm so charge doesnt only tie to platform then

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so the below is incorrect: Charge only ties to Platform
Transfer only ties to Connected Account

uncut salmon
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Well that is true when looking at your Platform account

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But for instance you can list Charges on your Connected Account (they will actual show up as a py_xxxx ID)

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Those Charges (which we oftentimes refer to as "payments") are a result of the Transfer on your platform

stiff crescent
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i see

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how about transfers?

uncut salmon
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Transfers will only be on your platform account.

stiff crescent
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only be on the platform tied to connected accounts?

uncut salmon
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Not exactly sure what you mean by "tied to Connected Account" but yes

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I think you mean that a transfer has to be associated with a Connected Account?

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In that case, yes.

stiff crescent
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got it

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i actually have 1 more question

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with SC&T, i notice the transfer_group parameter, once we migrate would that become a clickable link where we could see the specific source_transactions that are related to that single transfer?

uncut salmon
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I assume you mean in the Dashboard?

stiff crescent
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yes

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just want an idea of how itll look like

uncut salmon
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No that isn't clickable but I do believe you can search using source_transaction and it should pull up all transfers that have that source_transaction set

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I'm not an expert in the Dashboard though

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I focus on the API

stiff crescent
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that wouldnt become clickable once we migrate?

uncut salmon
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Don't believe so

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You can test this out pretty easily though

stiff crescent
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do you have any idea as to where we would or could see all charges in a single transfer?

uncut salmon
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You mean all transfers related to a single Charge?

stiff crescent
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isnt it multi charges and 1 transfer?

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i think theres two ways

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multiple charges with a single transfer or multiple transfers with a single charge

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im talking about the first

uncut salmon
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Ah yeah that is true

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Hmm no I don't think there is a way to see this in the Dashboard unless you set metadata on the Charges

stiff crescent
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so do you have any idea as to where we would or could see those multi charges in the single transfer

uncut salmon
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Let me know if I can help any further

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