Billing
Manage invoices, edit payouts, and collect payment details in a single place.
Overview
Billing flow
The financial section allows you to keep track of financial information and manage payouts for affiliates. For simplicity, the billing process is divi...
Earnings
The Earnings section allows you to collect all payments that you owe to affiliates for traffic in a selected period. It also collects Transactions, wh...
Earning list
This article gives a detailed review of all options available on a page of a single earning list. Earning lists provide you with all conversions and ...
Invoice
The article covers all fields form the invoice table and the status cycle scheme. An invoice shows how much you are going to pay to an affiliate and ...
Payments
This article covers all columns and their contents in the payments table. Payments allow you to keep the track of billing process and confirm them by ...
Affiliate Invoice Consolidation
This feature allows you to unite invoices of several affiliate accounts into a single one. It’s designed for cases where a single person or a company ...
Multicurrency V. 1
The default CRM Currency can be converted into an affiliate's currency that is mentioned in his default payment method. To initiate a conversion, crea...
Multicurrency
Now the multicurrency system has become an integral part of the CRM. It’s used in all sections and allows you to scrutinize each currency separately. ...
Instructions
Currency information in Payouts
Before Multicurrency was introduced, it was common to denote currency codes via Payout Business Models. Currently, this method primarily leads to conf...
How to сreate a payment?
The article shows how to create a payment. There are two ways to create a payment: Create a single payment Create several payments Affiliates can’t c...
How to create an invoice?
The instruction covers all options available for creating an invoice. There are two ways to create an invoice: Create a single invoice Create several ...
How to create an Earning list?
This instruction covers all stages of creating of an earning list in details. The creation of an Earning List can be split into 3 stages: Collecting c...
FAQ
FAQ Earnings
They can view earning lists, along with their specifications: IDs, statuses, billing timeframes, total sums of payouts, dates of the creation and the ...
FAQ invoices
Yes, they can do both. But to be able to create invoices, an affiliate must have at least one earning list with “Applied“ status. Also, they can edit ...