Processing Partner Payments - Everflow Helpdesk

Process partner payments: choose payment methods like our very own Everflow Pay, handle bulk payments, verify transactions, and troubleshoot payment issues.

Overview

Let's talk about getting your Partners paid - after all, timely payments keep your top Partners happy and actively promoting your Offers!

Whether you've got a handful of Partners or hundreds, Everflow makes it easy to handle payments your way. Use our native payment solution Everflow Pay or manage your own payment process.

This guide shows you all your options and how to use them.

Understanding Payment Methods

Integrated Payment Solutions

Payments can be processed directly within Everflow using our native solution:

Everflow Pay (Integrations → Billing → Everflow Pay)

Besides Everflow Pay (our native payment solution), we also integrate with Tipalti, Veem, PayPal, and MassPay. Want to learn more about these options? Reach out to our Customer Success team!

External Payment Methods

While you can track these payment methods in Everflow, you'll need to process them outside the platform:

Wire Transfer
Direct Deposit
Check
Bitcoin
Gift Card
Paxum
Payoneer
Webmoney
Wise
Capitalist

You'll need to manually update payment status in Everflow when using these methods.

Processing Payments

Single Payment Processing

The payment processing steps below apply when you're using integrated payment methods (e.g. Everflow Pay). For external payments, you can manually change the invoice status from Unpaid to Paid.

Navigate to Partners > Invoices

Select invoice to pay.

Click Pay Invoice

Verify payment details.

Confirm payment.

Bulk Payment Processing

Select multiple invoices.

Choose Pay Selected from Actions menu.

Review total amount.

Confirm payment method.

Process payment.

Payment Status Tracking

Add the "Payment Status" column to monitor payment states:

Complete: Invoice is fully paid

In-Progress: Payment is being processed

Not Initiated: No payment initiated (may have rejected payments)

Rejected: Payment failed or was declined

Managing Outstanding Partner Balances

Requesting Balance Reports

Access outstanding balance reports through three methods:

From Partners List:

Navigate to Partner - Manage

Select Partners and use Request Outstanding Balances from Actions dropdown

Table Actions:

Use vertical dots menu

Select Request Outstanding Balances

Individual Partner:

Access Partner profile

Click Request Outstanding Balance on Billing card

Report Settings

When pulling reports, you can decide whether balances must occur before Billing Limit Frequency or choose if balances need to meet Auto Invoice Creation Amount.