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Request payments in an interview study

 

When you’re ready to issue incentives to your participants, you can view and manage their payment status in the Payment status column of the Manage view of your study:

Here’s a breakdown of the possible payment statuses you may see:

  • - (dash): No payment has been requested for the participant. (You’ll typically see this status for participants who have not completed their interview session.)
  • Requested: You (or one of your collaborators) has requested payment be processed for this participant. Next, your Dscout Research Advisor will review the request and reach out if they have any questions.
  • Approved: Your Dscout Research Advisor has reviewed and approved your payment request. The request has been submitted to Dscout’s Finance team for finalization.
  • Sent: The final payment has been sent to the participant via PayPal and will be in their account within 10 business days.

You can also quickly view the status of all requested payments by selecting Payments above your participant list:

Note: If you selected Non-monetary reward or No reward during study setup, or if you opted not to have payments paid via Dscout, you are responsible for managing any and all incentives outside of the Dscout platform. You will not see any payment options within your study.

Request individual payments

When a participant has completed their interview session, you can request their payment. When you request a payment, your Research Advisor is notified. They will then review the request and work with the Dscout Finance Team to issue the reward.

To request payment for a participant:

  1. Navigate to the Manage tab of your study.

  2. Select the participant you want to pay. The action toolbar is displayed.
  3. Click Request payment. The payment modal is displayed.

  4. Confirm the amount to be paid to the participant.
  5. Click Review payments. The payment summary modal is displayed.

  6. Click Request payments to confirm. If any changes are needed, click Back.

Now, a notification is sent to your Dscout Research Advisor, who will review the payment request. Once they do, they will work with Dscout’s Finance team to issue the incentive to the participant through PayPal. You can view the status of payments in the Payment status column of your study. For more information on each status, refer to the breakdown above.

Request payments in bulk

If you want to request payments for multiple participants at once, you can do so. The same process applies as for processing payments individually: when you request a set of payments, your Research Advisor is notified. They will then review the request and work with the Dscout Finance Team to issue the applicable rewards.

To request payments in bulk:

  1. Navigate to the Manage tab of your study.

  2. Select the participants you want to pay using the checkboxes beside their names. The bulk action toolbar is displayed.
  3. Click Request payment. The payment modal is displayed.

  4. Confirm the amount to be paid to each participant.

    Tip: Click Edit all to update multiple amounts at once.
  5. Click Review payments. The payment summary modal is displayed.

  6. Click Request payments to confirm. If any changes are needed, click Back.

Now, a notification is sent to your Dscout Research Advisor, who will review the request. Once they do, they will work with Dscout’s Finance team to issue the payments through PayPal. You can view the status of payments in the Payment status column of your study. For more information on each status, refer to the breakdown above.

Edit or cancel a payment request

If you incorrectly request a payment, you have a brief window in which you can edit or cancel the request.

Warning: Payment requests cannot be edited or canceled once they have been approved by your Dscout Research Advisor. If you have questions or concerns about a payment that has already been approved, reach out to your Research Advisor directly.

To edit or cancel a payment request:

  1. Navigate to the Manage tab of your study.
  2. Select Payments. All requested payments for your study are displayed.

  1. Select the payments you want to edit or cancel using the checkboxes beside each participant’s name. The action toolbar is displayed.
  2. Click Edit payment or Delete payment. The applicable modal is displayed.
  3. (If editing) Confirm a new payment amount, then click Save.

  4. (If deleting) Click Delete in the confirmation modal.

Now, your selected payments are updated or deleted. If deleted, you can request payments for the selected participants again from the Manage tab. See Request individual payments or Request payments in bulk for more information.

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