Please note: This is an add-on feature available on any Connie plan, but not activated by default.
A signed document can produce a Payout, which is a request to the people who handle payments, saying that this document owes someone money.
That is the whole addition. You create the Payout from the document you already work in, and you can see on that same document how far it has got. Connie never moves money itself. Your finance team still pays, in whatever system they already use.
Creating a Payout
Open a signed document and choose Create Payout in the Actions menu. The option only appears on documents that are fully signed, because a payout is something a signature creates.
Connie confirms what you are about to do:
You are creating a Payout for Lars Hansen. It goes to the people who handle payments, with you as its approver.
That sentence is the important one. Creating a Payout is not forwarding an email. Your name stays on it, and finance will see that you are the person who asked for this payment.
Two optional fields follow:
Amount. Fill it in if you know it. If the document carries a payout amount of its own, it is already filled in for you. Leave it empty if the figure is still open.
Optional comment. Anything finance should know: what the payment covers, which shooting days, anything unusual. It can also be set later.
Then press Create Payout. You are done, and there is nothing else for you to do.
Letting it happen by itself
If a template is set to Create Payouts automatically, every document signed from that template produces its Payout on its own, and nobody has to remember. Ask whoever looks after your templates to turn it on for the ones that always lead to a payment. Nothing is paid automatically; it still only means finance gets asked.
Seeing where a Payout has got to
Open the document and look at the Payouts section in the sidebar. Every payout the document has produced is listed with its reference, the date it was sent, an amount, and a status:
To pay. With finance, waiting to be paid. This is the normal state.
On hold. Finance has parked it on purpose, usually because something needs sorting out first.
Paid. Done.
Archived. Finished and filed away.
That section answers "did she get paid?" without asking anyone. If a payout has sat on On hold longer than you expected, that is the moment to ask finance what it is waiting for.
When a document owes more than one payment
A contract is not a payout. The same document can produce several: instalments, extra shooting days, a second booking on the same agreement.
Open the document again and choose Create Payout a second time. Connie shows you what the document has already produced and says so plainly:
Extras Agreement already has 2 payouts. The last was sent 14 August 2026. Sending again creates a separate payout.
Read that line before you continue. If the payment you are thinking of is already in the list, you are done. If it is genuinely a new one, carry on: each payout carries its own amount, its own comment and its own status, so the two never get confused.
What you cannot do from here
Payments, holds and payee bank details all belong to finance. If something needs changing after you created a payout, tell whoever handles payments rather than creating a second one.
Don't create it twice
A duplicate payout is a duplicate payment waiting to happen.
A note on access
Creating a Payout needs the Manage Payouts permission. If you have it, you will also see a Payouts entry in the main menu, which is finance's full worklist. If you do not have it, you can still read the Payouts section on any document you can open, but the Create Payout action and the View button will not be available to you.