--- title: 9.4 Payment Execution description: Payment Execution --- [Skip to content](https://support.track360.io/knowledge-base/9.4-payment-execution#main-content) [Customer Portal](https://support.track360.io/customer-portal?hsLang=en) ![Track360 High-Res Logo (no backround)-1](https://support.track360.io/hs-fs/hubfs/Track360%20High-Res%20Logo%20(no%20backround)-1.png?width=200&height=35&name=Track360%20High-Res%20Logo%20(no%20backround)-1.png) Open main navigation Close main navigation - - [Customer Portal](https://support.track360.io/customer-portal) - [Contact us](https://support.track360.io/customer-portal/new) [Contact us](https://support.track360.io/customer-portal/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Track360 - Platform Guide](https://support.track360.io/knowledge-base?hsLang=en) 2. [SECTION 9: FINANCE & PAYOUTS](https://support.track360.io/knowledge-base/section-9-finance-payouts?hsLang=en) 3. [Finance Introduction](https://support.track360.io/knowledge-base/section-9-finance-payouts?hsLang=en#finance-introduction) # 9.4 Payment Execution - The **Payments Execution** section is used only by administrators with the capability to carry out approved payments - Navigate by the **left Sidebar Menu** and click on the **Finance \> Payment Execution** - Encompass **monthly or weekly payments, ad-hoc payments**, and **CSV payments** that have been imported through CSV files - **Export Payment Details** right top button, which enables you to export payment information for offline review or documentation. All sections have this option ![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdaL21Nj9zeAiaA56g36GQY5zWAJ5fYypUMy2WkFXdK3sDblB_MBeRLFuATJOgjygbaLty6ijzLr6PGQwLnfdjU_WeSHtcPI-mxlrwrU9T3aJ-VCRlwySQR_NgqZYz7Wfiq1EphRA%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=afde54f6&sv=2) **Monthly/Weekly Payments** - **Monthly/Weekly Payments** allows to process through the platform affiliate/IB payouts either individually (one by one) or in bulk by uploading a CSV file - Used the **Filter** section to handle payments by: - **Period**: Decide whether payments are scheduled on a monthly or weekly basis. - **Date**: Indicate which week or month you wish to filter payments for. - **Business Unit**: Sort payments according to the relevant business unit. - **Search Employee**: Find payments linked to a certain employee. - **Search Affiliate**: Look for payments associated with a certain affiliate - **Refresh Rows** icon lets you reset the filters. - **Download all payments still pending** icon lets you download all of the payments that are still pending execution. - **Warring advertising** (red triangle) icon provides statistics on incomplete payment cycles. And by pressing again you can hide it.     ![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXe4TjVnhlITH8Msjn9Kg3CCj849obFPzKVt2aBbmJuvYHIyuQCjKPAs-tVRo5aMJwvRvuelttlHOMI_VZRNWv4tEDYUZskzO9L2E4AAfbPPmHAFgLlHSAKjrl0BaL9xQObiJbNsBA%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=3d27c6d5&sv=2) - The list of monthly/weekly scheduled payments **(approved by Commission Approvals section**) specifies: - **Payment Type**: States the type of payment (e.g., Regular Payment). - **Affiliate ID and Name**: Who is set to receive the payment. - **Created On**: This indicates the date and time when the payment was initiated. - **Status**: Reflects the current status of the payment (e.g., Executed) - **Amount:** Specifies the total sum in a certain currency - **Period**: This outlines the payment schedule (e.g., Monthly) - **Invoice**: Includes details related to the associated invoice - **Reference**: This displays a blank space for you to enter the references - **Comments**: There is an empty space here for you to add notes ![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXcPtRxNihEKiEQ4V4JeBFl166uCaAuO59QPjeJJUL3ccFO9dYSwUMAui68rZ2LpEZk3gN0_tpWpcwD87ozqC0Ls_msf-Kgw9PX9x_pYXzjYWl-Pq3a8r8B7cu2TjKkvdik8nCKz-g%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=c5e4b836&sv=2) - Find listed all payments **already approved** on the **Commission Approvals** section. Use the left checkbox to select the desired payment: - If the selected payment is a **Payment pending for execution** will be in **white** - If the **Execute Payment** button (at the bottom) is generated on the selected payment, the row will be changed to **green** - If the **Cancel Payments** button (at the bottom) is generated on the selected payment, the row will be changed to **red** - Click on a desired affiliate, and the **Affiliate Interface** will popup with several details pertinent to the chosen affiliate balance. - **Actions** tab detailed the historical actions and notes related with the specified payment ![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdCE9S0qMHvum5Acz39ZcCmNl_g1KFMK9Q5n-L5QPq91staZW7xjHgjGgsiPPG0HqrYGlSRVqaQw5X3wmHP5jxZypq2fRbqj6ppDoG6XFUkKT2LXqdVw1QZJtCKcbOWaLAI4BViQw%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=118bed0f&sv=2) - Find the description of the other tabs of the affiliate balance, [here in section 9.2 Affiliate Interface Management](https://support.track360.io/knowledge-base/9.2-managing-payments?hsLang=en) A**dHoc Payments (Payouts on a no regular basis)** ![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXfn3kpX_aGHCt94LmhGz88Q0dscdzHnUx2sTT7C_hiZV6tuDROCtH096uy4Wh6x7-YxRPizOaKJ0YMHLqYCKrKXyim0CRDXcu3AGPiMB_QcG7vsYUBM7iBGbADCn1lMW59SvSW1Nw%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=8a98f9aa&sv=2) - AdHoc Payments refers to payments out of cycle transactions: - **Credit Adjustment**: Adds funds to an affiliate’s balance. - **Manual Payment**: Immediate payment, bypassing normal execution - The section list the AdHoc Payments with details as: - **Payment Type**: Type of payment for AdHoc payment - **Affiliate ID** and **Name**: Who is receiving the payment - **Created On**: Indicated date the payment is created on - **Status**: Denotes the present state of the payment (e.g., PendingExecution) - **Amount**: The whole sum that needs to be paid - **Period**: Shows whether the payment is associated with a certain time frame - **Invoice**: All relevant invoice data - **Reference**: Payment tracking transaction references - **Comments**: Extra information or background information - Find listed all payments **already approved** with the status Pending of Execution **Import from CSV** - Administrators can use a **CSV file to import payment records** in this section - Select a **Time Frame** for the payments to be imported (e.g., Monthly) - **Choose File** to select the corresponding CSV file with the payment information - Once uploaded, click on **Process File** to process them for execution ![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXe0S9zBSPi-QygPutAUaBX2PPMRo5e1ksigeDRsZOSC7COwT2UpFbWjvhUKXdSkvhDGjFt_18PN-L6W75XJOzq1JvLfio-W4lAvnwbG2_X3dOas601XUAIguYBfxV9GeUyHgpYN%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=104ab75f&sv=2) - In order for a **CSV file to be valid**, it needs to contain these fields: - Affiliate ID - Amount - Accounting Date (YYYY-MM-DD) - Execution Date (YYYY-MM-DD) - Reference - Comment **Payment Method** - Follow the step-by-step instructions in[section 5 of Payments Methods](https://support.track360.io/knowledge-base/5.6-configuration-settings?hsLang=en) to overview the available options.Is possible to integrate with Payment solutions to automate it - [SECTION 1: GETTING STARTED WITH TRACK360](https://support.track360.io/knowledge-base/section-1-getting-started-with-track360?hsLang=en#main-content) - [What is Track360?](https://support.track360.io/knowledge-base/section-1-getting-started-with-track360?hsLang=en#what-is-track360) - [SECTION 2: PARTNER MANAGEMENT](https://support.track360.io/knowledge-base/section-2-partner-management?hsLang=en#main-content) - [Affiliate Management Introduction](https://support.track360.io/knowledge-base/section-2-partner-management?hsLang=en#affiliate-management-introduction) - [SECTION 3: SETTING UP DEALS](https://support.track360.io/knowledge-base/section-3-setting-up-deals?hsLang=en#main-content) - [Deals Introduction](https://support.track360.io/knowledge-base/section-3-setting-up-deals?hsLang=en#deals-introduction) - [SECTION 4: REPORTS & ANALYTICS](https://support.track360.io/knowledge-base/section-4-reports-analytics?hsLang=en#main-content) - [Reports Introduction](https://support.track360.io/knowledge-base/section-4-reports-analytics?hsLang=en#reports-introduction) - [SECTION 5: SETTINGS](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#main-content) - [Organization Settings Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#organization-settings-introduction) - [Brand Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#brand-introduction) - [Configuration Settings Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#configuration-settings-introduction) - [Advertising & Product Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#advertising-product-introduction) - [Translation Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#translation-introduction) - [DNS Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#dns-introduction) - [SECTION 6: MARKETING TOOLS](https://support.track360.io/knowledge-base/section-6-marketing-tools?hsLang=en#main-content) - [Marketing Tools Introduction](https://support.track360.io/knowledge-base/section-6-marketing-tools?hsLang=en#marketing-tools-introduction) - [SECTION 7: COMPLIANCE](https://support.track360.io/knowledge-base/section-7-compliance?hsLang=en#main-content) - [Compliance Introduction](https://support.track360.io/knowledge-base/section-7-compliance?hsLang=en#compliance-introduction) - [SECTION 8: EMAILS & EVENTS MANAGEMENT](https://support.track360.io/knowledge-base/section-8-emails-events-management?hsLang=en#main-content) - [Email Communication Introduction](https://support.track360.io/knowledge-base/section-8-emails-events-management?hsLang=en#email-communication-introduction) - [Event Notifications Management Introduction](https://support.track360.io/knowledge-base/section-8-emails-events-management?hsLang=en#event-notifications-management-introduction) - [SECTION 9: FINANCE & PAYOUTS](https://support.track360.io/knowledge-base/section-9-finance-payouts?hsLang=en#main-content) - [Finance Introduction](https://support.track360.io/knowledge-base/section-9-finance-payouts?hsLang=en#finance-introduction) - [SECTION 10: INTEGRATIONS](https://support.track360.io/knowledge-base/section-10-integrations?hsLang=en#main-content) - 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