Connectors

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2Checkout

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Review 2Checkout payout position
Report

See your 2Checkout payout position in one view

For finance teams who ask their AI assistant to line up payouts, fees, reserves and chargebacks for a currency.

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Review 2Checkout payout position
What is our 2Checkout payout position in EUR, and are any payouts not completed?
Your EUR payout position shows 1 payout still not completed. - Orders total: 52,300.00 EUR, processing fees 1,570.00 EUR - Rolling reserve held: 4,200.00 EUR - Chargeback fees: 150.00 EUR - Open payout: PAY-3308, 9,800.00 EUR, in progress Shall I run the same check for USD?
2Checkout
Sample figures. Your results come from your own account.
2checkout-get-payoutbalance
2checkout-get-payout

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

2Checkout

2Checkout
Run it on your own 2Checkout data.

Connect 2Checkout, pick your AI tool and paste the prompt.

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The problem

A payout balance that never ties out at a glance

Payout reconciliation in 2Checkout spans a balance report and a list of payouts. Reserves, processing fees and chargeback fees sit in different places, and mixed currencies make it worse.

Without PopdockAI

  • Open the payout balance report
  • List payouts on another screen
  • Find reserves and chargeback fees
  • Mix currencies while totalling

With PopdockAI

  • Payout balance read with fees, tax, commission and reserves
  • Payouts listed with fees, refunds and transfer date
  • Incomplete payouts called out
  • Currencies kept apart, nothing initiated

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Review the payout position for currency `{currency}` (such as USD or EUR).

**Step 1: Balance**

Call `2checkout-get-payoutbalance` with `currency` set to `{currency}`. Note orders-total, processing-fees, chargeback-fees, tax-collected, affiliates-commission and the rolling-reserve and dispute balances.

**Step 2: Payouts**

Call `2checkout-get-payout` with `currency` set to `{currency}`. List status, payment-type, amount, total-fees, total-refunds, summary-chargeback-fund and transfer-completion-date.

**Step 3: Report**

Show the balance table, the recent payouts, and any payout that is not completed. Point out reserves held and chargeback fees. Never combine currencies.

**Rules & Guidelines:**

* This prompt is read-only. Never call a tool that adds, updates, deletes, cancels, refunds, enables, disables or otherwise changes 2Checkout data; only tools whose names start with 2checkout-get- may be called.
* Filters are exact or `.contains` matches and results are capped by `max-records`. If a result set looks cut off, say so and narrow the filter instead of guessing.
* Report only what the tools returned; do not invent values no tool exposed.
**Validation:**

* If `{currency}` is blank, run the steps once per currency returned and keep them separate.

Who it's for

One answer, three teams that use it

Treasury analysts

See what is held in reserve

Reserve and dispute balances are shown next to the payouts.

How much is 2Checkout holding in reserve in USD right now?

Accountants

Reconcile payouts for one currency

Balance and payouts together make the month end tie out simpler.

Show the 2Checkout payout balance and recent payouts in GBP.

Finance managers

Spot payouts that have not completed

Payouts that are not completed are listed for follow up.

Are any 2Checkout payouts not completed yet, and what chargeback fees are held?

How it works

What PopdockAI does when you ask

You name a currency and your AI assistant reads the balance and payouts side by side. Nothing is initiated or changed.

01

Ask

You name a currency, or leave it blank for each currency.

Your AI tool

02

Balance

It reads the payout balance with fees, tax, commission, reserve and dispute figures.

2checkout-get-payoutbalance

03

Payouts

It lists payouts with status, amount, fees, refunds and transfer date.

2checkout-get-payout

04

Report

You get the tables, incomplete payouts and the reserves and chargeback fees held.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for 2Checkout and one secure connection to your AI tool. No code, no exports.

get-data

2checkout-get-payoutbalance

Returns payout balances records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
get-data

2checkout-get-payout

Returns payouts records from the 2Checkout connector (read-only). Accepts the filters defined on the tool, such as record identifiers, status and dates, and returns the matching rows.
Read only.Nothing in 2Checkout Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Balance, reserves and payouts ready to reconcile

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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