EF Helpdesk

Configure default billing and payment settings that automatically apply to new Partners to streamline your finances while maintaining flexibility where needed for individual Partners.

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 Partner Billing Settings section.

Click Edit.

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

General Settings

Display Logo in Partner Invoice
Show Network Tax Information
Display Partner Payment Info
Show Partner's Tax ID
Currency Settings

Partner Billing Settings

Billing Frequency Options

Weekly: Choose a specific day (e.g., Thursday covers Thursday 00:00 to Wednesday 23:59:59)

Monthly: Select date (1st-28th)

Bi-monthly: Twice per month

Two Months: Every two months

Quarterly: Every three months

Custom: Define custom period (manual, other)

Default Payment Method Options

Everflow Pay
Bitcoin
Capitalist
Check
Direct Deposit
Gift Card
None (required for signup)
Paxum
Payoneer
PayPal
Skrill
Webmoney
Wire
Wise

Auto-Invoice Configuration

Threshold Rules

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
Manual invoice balances don't count toward the threshold
Previous period rows meeting the threshold are highlighted in pink

Settings

Enable/disable automatic generation
Set generation delay
Configure minimum threshold
Define start date
Set payment terms

Partner Restricted Payments

Managing Available Payment Methods

Navigate to Partner Restricted Payments Settings

Select allowed payment methods

Save settings

To limit the available payment methods, ensure no Partners are currently using (are associated with / assigned) the payment method you wish to remove as an option.

Available Payment Methods

Partner Portal Access

Partners can edit billing details in Company Settings using their Partner Platform

Must enable permission in Control Center - Platform Configurations - Global Settings

Partners only see restricted payment options when updating.

Real-Life Example: E-commerce Partner Program

Scenario Setup

Program Type: Retail Affiliate Program

Partner Size: 500+ active partners

Payment Volume: $100,000+ monthly

Configuration Example

Billing Frequency: Monthly (5th of month)

Auto Invoice: Enabled

Threshold: $50

Payment Terms: Net 30

Generation Delay: 3 days (custom)

Payment Methods: Everflow Pay

Common Settings Patterns

High-Volume Program

Frequency: Weekly
Threshold: Lower ($25-50)
Methods: Multiple options
Auto-invoice: Enabled

Enterprise Partners

Frequency: Monthly
Threshold: Higher ($500+)
Methods: Wire/Direct Deposit
Terms: Net 30-60

Global Program

Frequency: Monthly
Methods: All major options
VAT: Enabled
Currency: Multiple supported

Pro Tips!

Review settings quarterly.

Monitor threshold effectiveness.

Track Partner feedback.

Document policy exceptions.

Plan for international growth (e.g. Everflow Pay can help you work even with international payments).

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