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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
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.

     

     

  •  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
  •  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
AdHoc Payments (Payouts on a no regular basis)
  •  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
  •  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 to overview the available options.Is possible to integrate with Payment solutions to automate it