> What is the process in case of the error Not enough balance?
> What does the status Suspended mean?
If you regularly transfer the same amount to a contractor at equal time intervals, you can set up automatic recurring payments.
Please note before creating a recurring task:
Task currency:
If your contractor withdraws funds in cryptocurrency, you must create tasks in USD currency
If your contractor withdraws funds to a non-Russian bank account or PayPal, you must create tasks in EUR/USD currency
Task statuses
Sent — the recurring task has been created and sent to the contractor for confirmation.
Active — the recurring task has been confirmed by the contractor and is active.
Canceled by customer — the recurring task has been canceled by the customer.
Canceled by freelancer — the reccuring task has been canceled by the contractor.
Not enough balance — there are insufficient funds in the balance. The last payment failed, and all subsequent payments are suspended.
Suspended — an error occurred. The last payment failed, and all subsequent payments are suspended.
Completed — the recurring task has been completed.
Limits
The minimum amount to create a task:
10 USD/EUR
The maximum amount for creating a task under the FIX rate is:*
7 000 EUR/USD
*If the company has a %-based rate, there are no limits on the maximum amount.
Creating a recurring task
01
Go to the Recurring tasks tab and click the Add new recurring task button. You will not be able to create a recurring task for a contractor who has not yet added a withdrawal method.
02
Fill out the form that opens:
Select the company, from which the task will be created
Freelancer (first add the service provider on the Freelancers tab according to the guide)
For you to create a recurring task, the contractor must add a withdrawal method and inform you of the currency.
The title and category of the task — the wording will be indicated in the invoice, which will be generated after the funds are deducted from the company’s balance. The contractor will receive an invoice for the payment amount with the same wording.
Description of the task — enter a brief description, it will not be shown in the supporting documents
Payment currency
(depends on the contractor’s withdrawal method
more details in the Task currency block)
Payment amount. Enter the amount we should send to the contractor. The fee will be added automatically.
View amount limits
Click the Set schedule button in the Payment frequency field to set up a recurring payment.
Repeat every
Defines the interval at which the payment repeats.
The number indicates how often the payment is made, and the period is Week or Month.
For example: 1 Week — every week;
2 Months — every 2 months.
Repeat on
Allows you to select the day of the week when the payment will be made (used for the Week period).
Select day of month
Appears when the Month period is selected. Allows you to choose the day of the month when the payment will be made.
If the selected date does not exist in the next month, the system will move the payment to the nearest available day. For example, if payments are set for the 30th, in February the payment task will be created on February 28.
Ends
Determines when the series of payments will end:
- On — until the specified date
- After — after the specified number of payments
03
Send the recurring task to the contractor for confirmation:
The Send contract button will become active after all required fields are filled in. Click it to save the settings and send the task to the contractor. After that, the task will move to the Sent status.
04
Description of a recurring task in the Active status:
When the contractor accepts the recurring task, it will move to the Active status.
On the scheduled days, the system will automatically create a new task with the Accepted status.
Important: make sure that the company balance has sufficient funds in the required currency. The total amount including the fee is shown next to Next payment. All created tasks will appear in the Tasks tab.
Payment is credited to the contractor’s balance on the date specified in the recurring task. Funds are sent to the contractor’s payment details according to the selected withdrawal mode. To receive a payout, the contractor’s profile and payment details must be completed correctly.
The Recent payments field displays the last three payments made to the contractor.
The task includes the following details: service category, task description, company, payment frequency, end date, and the amount payable to the contractor (Amount Net).
Actions within a recurring task according to its statuses
If you want to stop recurring payments before the deadline, click Cancel inside the recurring task with the Active status. The status will change to Canceled by customer.
Edit — the task can be edited in the Sent, Canceled by customer, and Canceled by freelancer statuses.
If the contractor has canceled the task, you can change the terms and send it to the freelancer again, or delete it.
Cancel — the task can be canceled in the Sent, Active, Suspended and Not enough balance statuses. After cancellation, the task status will change to Canceled by customer.
Delete — the task can be deleted in the Canceled by customer, Canceled by freelancer, and Completed statuses.
Not enough balance status
What should I do if a recurring task has the Not enough balance status?
If there are insufficient funds in the balance at the time of payment for a recurring task, the current payment will not be processed and the status will change to Not enough balance.
To resume the recurring task, click Resume contract inside it in the upper-right corner. The task status will then change to Active.
Please note: the missed payment will not be processed.
Alternatively, you can cancel the task by clicking the Cancel button. The task status will change to Canceled by customer.
If only one payment for a specific contractor was missed, a task with the Error status is automatically created in the Tasks tab.
To process this payment, top up the balance or convert funds to the required currency, and click the Re-accept button.
If more than one payment was missed, create the missing tasks manually (see the instructions).
Suspended status
What should I do if a recurring task has the Suspended status?
Changing the status of a recurring task to Suspended indicates an error. The latest payment was not processed, and subsequent payments have been suspended.
To resolve the issue, contact support via the chat on the website or by email at support@easystaff.io.