The Billing feature enables you to efficiently handle and oversee all your financial matters. With this capability, you can easily monitor the payout and revenue of your affiliates and brands based on the payment plans established for them in your CRM.
Let's start by searching for "Billing" in the menu:
On the main screen, you have access to a comprehensive overview of all recorded transactions in your system, encompassing leads, deposits, and commissions.
Whenever a payment plan you've established is utilized, the Billing section displays the activity's profit and loss.
You can easily track each lead using its unique ID within your system, allowing you to examine the revenue (earnings from advertisers) and payout (amount paid to your affiliate) associated with that specific lead.
You can filter the data you see in Billing using filters:
Report type (activity & P/L, monthly, weekly, balance or earning report)
Data range
plan
countries
type (commission, payout and revenue)
Additionally, you have the option to utilise our search engine, enabling you to look up a specific lead using various information criteria:
At the top of the screen, you have a clear display of the revenue, payout, and net profit, providing a concise overview of your financial performance.
This data will dynamically adjust based on the filters you apply.
Each lead have two-three rows:
Payout
Revenue
CRG (if added)
In this manner, you will observe individual rows for each unique ID, corresponding to the designated payment plan.
To update the revenue or payment for upcoming leads in that campaign, navigate to Campaigns/Partners and make the necessary adjustments there.
If you need to edit the payout or revenue for a particular lead, simply click on the three dots located on the relevant row, and then select "Change Payout" or "Change Revenue" based on the appropriate payment plan.
Important note
Occasionally, you may come across leads with a payout or revenue value set to zero. To address this, follow these steps:
Ensure that the unique ID associated with the lead has an appropriate payment plan set. If there is no payment plan set, that could be the reason for the zero value.
If you have a payment plan in place, make sure that the set or updated payment plan date is earlier than the date of the lead. If the payment plan was established after the lead date, it could result in a zero value.
To resolve this issue, you can manually update the payout or revenue for the affected lead.
In case the payment plan was set and updated before the lead date, and the issue persists, please reach out to our support team for further investigation.
Setting a template and export
You have the option to customise your columns just like you can in the "leads" tab. Modify your template by clicking the '+' icon and selecting the columns you want to Add/Remove.
Balance
By using the "Balance" filter, you can review the balance and add prepayment for each entity.
Choose date range and entity (by brand or by affiliate)
Once you apply the filter, the data will be displayed in distinct columns, including:
Affiliates/Brands: This column lists the various entities along with their respective balances.
Total Balance: Indicates the overall balance for each entity.
Credit: Represents any additional amounts added to an affiliate, like bonuses or debits reflecting deductions made.
Payment: Shows the amount already paid to the affiliate or received from the broker.
Furthermore, you have the option to export the desired data to an Excel file, enabling you to manage and modify the balance data efficiently by updating balances through CSV file uploads.
To add a payment (credit or debit), simply click on the three dots and then select "Add Payment":
Select the Transaction Type (credit, debit, or payment) and input the Date, Amount, and Currency details. You may also choose to include a note for this payment.
Once you've provided the necessary information, click on "Add Payment" to finalize the process.
To access a comprehensive report explaining the balance and its current amount, click on the three dots and select "View Earning."
At the top of the screen, you'll find filtering options that allow you to narrow down the data based on date range, transaction type, entity type, and specific entities.
The report generated will present both manual and automated payments, offering a comprehensive overview of all transactions.
To view either a weekly or monthly overview, simply select the appropriate report view accordingly.
By filtering the data based on weekly or monthly time periods, you can generate reports that provide a summarised view of the transactions within that specific time frame.
To specify the billing cycle calculation, click on your profile icon and then click on system settings:
Next go to "Billing":
In this section, you have the option to choose the frequency for the payout and revenue calculation. You can either opt for a weekly or monthly cycle.
Furthermore, you can specify a particular day within each week or month, depending on the cycle you select. This designated day will mark the closure of the cycle, and the balances will be updated accordingly.