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Managing Advertiser Invoices

SERIES:

Managing Advertiser Invoices

Manage, create, and track invoices for your Advertisers with automated or manual billing options, flexible payment terms, and multiple export formats for accounting integration.

Why Use Everflow's Invoice Management?

Running a successful affiliate program requires efficient billing processes for both Partners and Advertisers.

Everflow's invoice management system helps you:

Maintain professional relationships with Advertisers through consistent billing
Save time with automated invoice generation
Integrate with accounting systems through multiple export options
Provide transparency to Advertisers while maintaining control over invoice visibility

Currently, Everflow Advertiser invoices are for your external use and record-keeping. While Everflow automates invoice generation and management, Advertisers cannot yet make payments directly within the platform. All Advertiser (NOT Partner) payments must be processed through your external payment systems.

Meaning, the “Pay” option in the hamburger menu for each invoice row is only there to mark an invoice as Paid once the Advertiser has paid the invoice. You are not actually paying Advertisers.

Creating & Managing Invoices

Manual Invoice Creation

Steps:

Navigate to Advertisers → Invoices → + Invoice

Select the Advertiser.

Define the payment period.

Set payment terms (Amount of days which the invoice needs to be paid after the last day of the billing cycle).

Choose visibility settings (Invoice Hidden From Advertiser).

Add optional notes.

Click Add

Why Manual Creation?

Generate one-time invoices for special circumstances
Maintain control over billing timing
Add custom notes or terms for specific situations

Automated Invoice Generation

Setup Steps:

Go to Advertiser settings through Control Center > Platform Configurations

Select the Billing tab up top and click Edit on Advertiser Billing Settings.

Configure:

Billing Frequency (Weekly, Monthly, etc.)
Auto Invoice Creation / Start Date
Invoice Generation Days Delay
Invoice Amount Threshold
Default Invoice Settings (Payments Terms and Visibility Setting)

Why Automate?

Ensure consistent billing cycles
Reduce manual work
Minimize human error
Maintain regular cash flow

Managing Invoice Visibility

Options:

Make visible to Advertiser
Hide from Advertiser
Set default visibility in Advertiser settings

Why Control Visibility?

Review invoices before sharing
Handle sensitive billing adjustments
Maintain professional presentation

Invoice Status and Tracking

Features:

Track total billed amount
Monitor paid amounts
Filter by status (Paid/Unpaid/All/Deleted) and other parameters like Payment Terms
Search by Advertiser

Why Track?

Maintain clear financial records
Identify overdue payments
Monitor payment patterns
Plan cash flow

Export Options

Available Formats:

PDF (individual invoices)
CSV (bulk export)
JSON (bulk export)
Quickbooks (bulk export)
Zipped PDFs (bulk PDF export)

Why Multiple Formats?

Integrate with various accounting systems
Maintain digital records
Share professional documents with Advertisers
Analyze billing data

Troubleshooting Tips

Invoice Not Generating: Check billing frequency settings
Missing Data: Verify the payment period dates
Export Issues: Ensure bulk vs individual export (e.g. Quickbooks is only available in bulk)‍
Visibility Problems: Check both global and individual settings (under individual Billing settings for your Advertiser and under Platform Configurations)

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