Overview

Setting up default billing configurations saves time and ensures consistency across your Partner program. Whether you're launching a new program or optimizing existing operations, proper billing settings form the foundation of smooth financial management.

Configuring Default Settings

Accessing Billing Settings

Navigate to Control Center > Platform Configurations, select the Billing tab, locate the Partner Billing Settings section, and click Edit.

Heads Up! Default settings apply automatically to new Partners only and will NOT override existing Partner billing settings.

General Settings

Control what information displays on Partner and Advertiser invoices: company logo, network tax information, Partner payment info, Partner's Tax ID, and currency settings.

Partner Billing Settings

Billing Frequency Options

The billing frequency determines how often invoices are generated and defines the start day for each billing cycle. This is not a payment date—it's when each billing period begins.

Frequency How It Works Weekly Choose a day of the week. Cycle runs from that day at 00:00 until the following week. (e.g., Thursday 00:00 to Wednesday 23:59:59) Monthly Select the date your billing cycle begins (1st-28th). Cycle runs from that date until the day before in the following month. (e.g., 1st covers 1st through end of month; 15th covers 15th through 14th of next month) Bi-monthly Invoices generated twice per month. (e.g., 1st-15th and 16th-end of month) Two Months Billing cycle spans two full months. (e.g., 1st of January through end of February) Quarterly Billing cycle spans three full months. (e.g., January 1 - March 31, April 1 - June 30) Custom Define a custom billing period for manual invoice generation or specialized arrangements.

Default Payment Method

Set the default payment method for all new Partners. Options include: Everflow Pay, Bitcoin, Capitalist, Check, Direct Deposit, Gift Card, None (required for signup), Paxum, Payoneer, PayPal, Skrill, Webmoney, Wire, and Wise.

Auto-Invoice Configuration

Configure automatic invoice generation with threshold rules and timing settings.

Partner Restricted Payments

Configure which payment methods are available for Partners to choose from when they update their billing details.

Navigate to Partner Restricted Payments Settings, select allowed payment methods, and save.

Threshold Rules

Set a minimum amount required for automatic invoice generation. If the threshold isn't met in a billing period, no invoice generates. Combined balances from previous periods count toward the threshold, but manual invoice balances don't. Previous period rows meeting the threshold are highlighted in pink.

Available Settings

Enable or disable automatic generation, set generation delay, configure minimum threshold, define start date, and set payment terms.

Available Payment Methods by Category

Partner Portal Access

Partners can edit their own billing details in Company Settings from their Partner Platform. To enable this, turn on the permission in Control Center > Platform Configurations > Global Settings. Partners will only see the restricted payment options you've configured.

Common Settings Patterns

Here's how different program types typically configure their billing:

Real-Life Example: E-commerce Partner Program

A retail affiliate program with 500+ active partners and $100K+ monthly payment volume might configure billing like this: Monthly frequency starting on the 5th (covering 5th through 4th of next month), Auto Invoice enabled with a $50 threshold, Net 30 payment terms, 3-day generation delay, and Everflow Pay as the default payment method.

Video Walkthrough

Watch our Streamlining Your Billing webinar for a step-by-step guide: