Instant payout policy template for UK trades
A ready-to-use policy template so your team knows exactly when they're allowed to pull Stripe instant payouts—and when to wait.
Not financial advice
Pricing guidance here is educational. Model rate changes against your own books, suppliers, and market before implementing them.
Instant payout policy template for UK trades
Want staff to make smart cash-flow decisions without pinging finance every time? Issue a simple instant payout policy.
Sample policy
Instant payouts are allowed when:
- Payroll or supplier payment due within 24h, AND
- Standard payout arrival is more than 24h away, AND
- Fee is under £50 or finance lead approves, AND
- Reason logged in Slack #finance
Logging template
[PAYOUT] £4,200 | Fee £21 | Reason: Friday payroll | Requested by Sarah | Approved ✅
Share this in your finance Slack channel each time.
Toolfy tips
- Finance Slack alerts already fire when payouts change—piggyback on that.
- Use Settings → Payments to check balances before requesting instant payout.
- Reconcile next day using the payout ID to match invoices.
Need a ready-made policy doc? Email support@toolfy.io and we’ll send you the PDF version.
⚠️ Important Disclaimer
This guide is for general informational and educational purposes only. It does not constitute professional advice of any kind (legal, financial, tax, insurance, or otherwise).
Before making business decisions: Consult with qualified professionals (solicitors, accountants, insurance brokers, etc.) who can assess your specific circumstances. Laws, regulations, and industry standards change frequently and vary by location and situation.
Toolfy and the article authors accept no liability for decisions made or actions taken based on information provided in this guide. You are solely responsible for ensuring compliance with all applicable laws and regulations.
Frequently Asked Questions
When should staff use instant payouts vs standard payouts?
How should I log instant payout requests?
How do I reconcile instant payouts with invoices?
Need this workflow in Toolfy?
Spin up the exact checklist, scripts, and automations from this article inside your workspace.
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