Updated - Feature Release 2.9.2 (March 24, 2021): Ability to mark invoice as "Paid" without using the configured Payment Method
This article reviews how to generate invoices for Partners based on a specific timeframe and pay them directly from the platform.
For details about configuring default Advertiser/Partner billing options - [Click Here]
Invoices can be generated manually using Partners - Invoices > Add Invoice.
Choose the Partner, the date range and desired payment terms, and click Add.
To generate invoices automatically, click Edit under Billing, and then switch on the toggle for Auto Invoice.
Please note that when the Auto Invoice Creation is on, the most recent invoice will be created and accounts for their specific billing frequency (i.e. if the current date is April 1 and frequency is set to Every month on the 2nd, the invoice generated will be for March 2-April 1).
Managing and Adjusting Invoices
When a new invoice is created, either manually or automatically, all the reporting is fetched and added in the invoice details and grouped by Offer.
Manual adjustments, which are independent of reporting data, can be added to the invoice.
Data can be ‘synchronized’ in the invoice view to override previous reporting values. This feature is particularly useful for adding adjustments after the initial invoice is generated.
Generate a PDF view of the invoice by clicking on the invoice and then Export as PDF.
You can also export all invoices by navigating Partners - Invoices or Advertisers - Invoices, and then clicking the Export button. Alternatively, only selected invoices will be exported by checking the boxes to the far left, and selecting Export Selected from the dropdown menu. Either of these options will allow you to export invoices in CSV, JSON, Quickbooks or Zipped PDFs formats.
Please note: When Exporting more than 10 Invoices, an email will be sent when the documents are ready.
The following fields aren’t automatically introduced to your invoices, but can be enabled using toggles by navigating to Control Center - Configuration > Billing.
- Network Logo
- Network Tax Info
- Advertiser/Partner Info
Example: Partner invoice with all options enabled
How to Pay Partners
Payments can be processed in Everflow if you are connected one of our integrated payment solutions: Veem, Tipalti, or PayPal. All other payment methods are selectable for your internal records, but must be processed outside of Everflow.
- Direct Deposit
- Gift Card
- Tipalti - (Control Center - Integrations → Billing → Tipalti)
- Veem - (Control Center - Integrations → Billing → Veem)
- PayPal - (Control Center - Integrations → Billing → PayPal)
Payments can be executed by selecting one or more invoices from the list, then selecting "Pay (configured method)". The system will then prompt you to confirm (or modify) the amounts. Invoice status is automatically updated to ‘Paid’ when the invoice is successfully paid in full.
Or, select "Set as Paid (status only)" to set the invoice status to "Paid" without sending payment instructions to the integrated payment solution.
Please note: Payments made via PayPal will be set to pending until it is verified which typically takes about one minute. You have to generate a clientId/clientSecret with the ‘PayPal Payouts’ system. For the required document - [Click Here].
- A notification is sent to employee users when an invoice is created and when a payment is executed. Employees can enable or disable their notification preferences by navigating to Control Center - My Account > Notifications.
- A notification is sent to Partner users when a payment is executed in their account. You can edit the default notification settings for creating new Partners by navigating to Control Center - Configuration > Default Notifications, and toggling on or off each available notification.
For more details on configuring notifications - [Click Here]
NEED HELP? OUR CUSTOMER SUCCESS TEAM IS HERE FOR YOU!
We've assembled a superstar team of industry veterans that are available around the clock to make sure that your issues are resolved and questions are answered. You can reach out any time in-platform via Chat or by emailing email@example.com.