Setting up your Affiliates/Partners with Everflow Pay only takes a few steps.
Once the Everflow Pay Integration is complete you need to set all Affiliate's payment method to "Everflow Pay". Once the Payment Method is set to "Everflow Pay" a banner will appear on the Affiliates login dashboard. Affiliates will then be able to click on the banner to input the needed payment/billing details.
Bulk Edit Affiliates/Partners you already have set up on Everflow
Under "Affiliates" or "Partners" > "Manage" Navigate to the three dot drop down and choose "bulk edit" to change "Payment Method" to "Everflow Pay"
When in the Bulk Edit screen select the partners you want to make the change for and choose "Payment Method" under "Billing" as the "Field Type"
Select "Everflow Pay" as the Type of payment method you want to change for your partners
Click Review and Apply to apply the changes
Individually Edit Affiliates/Partners
Navigate to Partners > Manage > Click the three dots menu for that client and choose "Edit" and navigate to the "Billing" tab > Enable Payment Method to "Yes" and choose "Everflow Pay"
Enabling the Partner Default Billing Settings for any new Affiliates/Partners
Use this Help Desk article to show you how to apply the Default Billing Settings https://helpdesk.everflow.io/en/articles/6108613-default-billing-settings
Contact your Account Manager or the Customer Success team at firstname.lastname@example.org for more info.
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