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Tips & Best Practices

Steps to take before going live

For the best experience, customers are encouraged to take all the following steps before processing live batch disbursements.

  1. Set an external_id for each disbursement for easy reconciliation
  2. Inform your recipient of the incoming transfer
  3. Customize and test email receipts to ensure they look as you intend
  4. Direct users to get support
  5. If using API to create batch disbursements, setting up callback URL to track batch disbursements

Set an external_id for each disbursement for easy reconciliation

You may include a unique identifier in each disbursement by including this identifier in the optional “external ID” field in the template. This will allow you to search for the disbursement on the dashboard and in reports, for easier tracking and reconciliation.

How recipients can identify disbursements from you

We disburse funds on your behalf from our bank accounts. To help your recipient identify funds from you,

  • Include your business name in the description of the disbursement - if the recipient's bank supports this field, the recipient will see this in their bank statement.
  • Ask the recipient to look out for "PT SINAR DIGITAL TERDEPAN" or "PT SYAFTRACO" in their bank statement.

Please note that the format and content of the disbursement description in their bank account inquiry or e-wallet statement may vary depending on the bank or e-wallet’s UI.

Customize and set up your email receipts

We provide an automatic email receipt which you can send to your recipient as a notification of transfer. See disbursement receipts.

We display your logo and business details in each receipt. Before sending your first disbursement, you can customize the receipt appearance at Dashboard > Settings > Sending money > Batch disbursement notifications.

You can also customize the email address of the sender of the receipt so that recipients know that the disbursement came from you. To customize the Sender email address and footer message for disbursement and batch disbursement receipts, please go to Dashboard > Settings > Sending money > Disbursement notifications and Dashboard > Settings > Sending money > Batch disbursement notifications.

Be sure to test out the receipts by including your email address in the disbursement request. You can then see what the email receipt looks like in your inbox.

Monitoring Disbursements

You can monitor the status of each disbursement via the Dashboard and via callbacks. We return you a callback when a disbursement has been completed or failed. Alternatively, track the status of each disbursement via the Dashboard > Batch Disbursements.

Direct your recipients to get support

As you control much of the disbursement experience, we recommend that your recipients reach out to you first with any questions.

If you had customized the email address of the sender of the receipt, your recipient will be able to respond to that email to reach your support team with any questions. To customize the Sender email address and footer message for disbursement and batch disbursement receipts, please go to Dashboard > Settings > Sending money > Disbursement notifications and Dashboard > Settings > Sending money > Batch disbursement notifications.

However, your customer may have questions that only we can answer. To provide the most efficient support possible, we recommend that you contact us for these subjects:

  • Missing payments or prolonged delay in payments (e.g., when the disbursement has been completed but the recipient has not received the payment after 1 working day)
  • Payments received from “PT Sinar Digital Terdepan” or “PT Syaftraco” which were not expected by the recipient

If any questions come up which you are unable to answer, reach out to us for help.

Using callbacks to track disbursements

If you’re using the Batch Disbursement API to create batch disbursements, you should set up your disbursement callback URL before creating your first Batch Disbursement. Set up your callback URL on Dashboard > Settings > Developers > Callbacks.

Upon execution of the disbursement, we send you a callback with the updated status. If the disbursement was successfully executed, we send you a callback notifying you that the disbursement was completed. If the disbursement was not successfully executed, we send you a callback notifying you that disbursement has failed along with the appropriate failure code, to facilitate your decision on whether to send us another request to disburse or return the failure result to your customer.