Payee workflow

1. In LMS Sync, to to Publisher Management > Publishers then click the ID of the Publisher you wish to impersonate.

   

2. From the publisher view, click the SuperLogin button next to the ID.

   

3. Then click Click here to login.

   

4. From the publisher's view, to to Account Settings > My Profile.

   

5. From My Profile, click Payment Settings.

   

6. Select Payment Type and choose Tipalti from the dropdown.

   

7. The page reloads and is displayed as below. Click the Update Payment Settings button to launch the Tipalti iFrame.

   

8. After completing the Payment Details iFrame, click Back to Panel to return to Phonexa.

   

9. In Books360, go to Publisher Management > Payouts > Batch Payouts > Show. The Type column now displays Tipalti as the Type of payment method for this publisher.