In this article you can learn how to create, manually update and delete a Partner Invoice. Get familiar with how to pay partners via integrated payment solution and other payment methods.
Adding a New Invoice
Managing and Adjusting the Invoice
Deleting the Invoice
How to Pay Partners
Adding a New Invoice
Invoices can be generated manually using Partners - Invoices > Add Invoice.
Choose the Partner, the date range and desired payment terms. Click Add button.
To generate invoices automatically, go to Partners > Manage section, click Edit in the Billing card, 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.
VAT (European Union Value Added Tax), if added to the default/specific partner billing will show in the invoice on its own row. The calculation is the total of all row amounts multiplied by the VAT percentage.
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.
Click the vertical dots on the General card to Pay Invoice or to download a PDF or Quickbooks:
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 > General Card.
Network Tax Info
Example: Partner invoice with all options enabled
Deleting an Invoice
In the Partners > Invoices section select which invoice you would like to delete and select the action in the dropdown. Once invoice is deleted, the amount goes back to the unpaid, as if the invoice had never existed.
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.
Tipalti - (Control Center - Integrations → Billing → Tipalti)
Veem - (Control Center - Integrations → Billing → Veem)
PayPal - (Control Center - Integrations → Billing → PayPal)
MassPay - (Control Center - Integrations → Billing → MassPay)
Payments can be executed by selecting one or more invoices from the list, then selecting "Pay Invoices" or "Mark Invoices as Paid". Then, you get an opportunity to edit before clicking Pay. Invoice status is automatically updated to ‘Paid’ when the invoice is successfully paid in full.
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.
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