Within the Affiliate Payouts section, you can review and either approve or deny payouts. Once a customer signs up through an affiliate link, the associated payout and commission are automatically recorded and appear under the “Payout – Pending” tab on the 1st of the following month or based on your customized setup.
Select the Payout option from the Affiliate Manager dropdown to access this feature.
Filtering and Managing Payouts #
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Date Range: Affiliate payouts can be filtered by selecting the desired payout month using the date filter feature, providing a more organized and focused view of payouts generated within that time frame.
Export: Export the payout details as a CSV file by clicking the “Export” button. A file containing affiliates who were approved for payout should be uploaded to the payment gateway to complete the manual payment process.
Search Bar: Quickly find a specific affiliate by entering the affiliate’s name in the search bar for efficient navigation.
Pending Payouts #
All generated payouts from various campaigns are displayed under the “Pending” tab, organized by month. Each row shows the affiliate name, email (used to receive their unique affiliate ID), associated campaign, payout month and year, and the pending commission amount.
It is the responsibility of the affiliate owner to review these payouts and approve eligible affiliates for payment by clicking the “Approve for Payout” button. Once a payout is approved, it moves to the “Approved for Payout” tab.
From the three-dot action menu next to each affiliate, you have the option to view the past commissions of each affiliate or deny their current payout.
Approved for Payout #
After approval, payouts move to the “Approved for Payout” tab, where the affiliate owner can export a file containing affiliate details and the corresponding payout amounts. This file is used to process payments through the payment gateway. Each row shows the affiliate name, email, campaign, payout month, amount, and a due date indicating the deadline for payment.
To pay affiliates, click the “Pay” button. A confirmation modal will then appear with details of the transaction before it is processed.
Once payments have been made, the affiliate owner should mark the payout status as “Paid.” The payment will be completed through your connected payment gateway. Currently, four payment gateways are supported for affiliate payouts:
- Stripe
- NMI
- Authorize.net
- PayPal
From the three-dot action menu next to each affiliate, you have the option to view the past commissions of each affiliate or move the payout back to the “Pending” tab for further review.
Paid Payouts #
The “Paid” tab contains a list of all affiliates who have received their payouts, along with the transaction dates. Once a payout is marked as “Paid,” it cannot be reverted to a previous status, as this tab serves as the final stage in the payout process. Each row shows the affiliate name, email, campaign, payout month, date paid, and amount.
From the three-dot action menu next to each affiliate, you have the option to view the past commissions of each affiliate.
Denied Payouts #
In cases where an affiliate’s payout has been denied, the affiliate can view the relevant details under the “Denied Payouts” tab. Payouts can be denied at either the “Pending” or “Approved for Payout” stages. Each row shows the affiliate name, email, campaign, payout month, and amount.
From the three-dot action menu next to each affiliate, you have the option to view the past commissions of each affiliate or move the payout back to the “Pending” tab for further review.
Effective management of affiliate payouts ensures that the entire process, from reviewing pending payments to approving or denying payouts, is handled smoothly. By keeping track of payouts, utilizing the search and export functions, and staying informed about payment statuses, you can maintain accurate records and provide transparent reporting for each campaign.
Important Note #
After approving payouts, you must export the payout data in CSV format and upload it to your payment gateway to process the payment manually. Once the payment has been successfully made, update the status in the Affiliate Manager to “Paid.” This ensures accurate reporting for each affiliate and the overall campaign.
Frequently Asked Questions #
When do affiliate payouts appear as pending? #
Once a customer signs up through an affiliate link, the payout and commission are recorded and appear on the “Payout – Pending” tab on the 1st of the following month or per your customized setup.
What are the stages a payout moves through? #
Payouts move from Pending to Approved for Payout, then to Paid, with the option to deny a payout at the Pending or Approved stages.
Which payment gateways are supported for affiliate payouts? #
Affiliate payouts currently support Stripe, NMI, Authorize.net, and PayPal.
Can I undo a payout marked as Paid? #
No. Once a payout is marked as “Paid,” it cannot be reverted to a previous status, as the Paid tab is the final stage of the process.
How do I process the actual payment? #
After approving payouts, export the data as a CSV, upload it to your payment gateway, complete the payment, and then mark the status as Paid in the Affiliate Manager.
Can a denied payout be reconsidered? #
Yes. From the three-dot action menu in the Denied Payouts tab, you can move the payout back to the Pending tab for further review.
