On Affise, you can generate billings (payments, invoices) for affiliates. The system automatically counts payouts in conversions and generates a billing you can give to affiliates. It helps calculate expenses to pay affiliates.
⚠️ Affise does not pay money on its own. The billing for affiliates feature serves only for expenses calculation and giving the invoice to affiliates.
To work with billings for affiliates, go to Billing > Affiliates:
⚠️ Read about permissions for this section here.
Affiliate billing section
In the Affiliate billing, you can find three sections:
Forms for billing generation:
List of existent billings:
Creating a billing for affiliates
To read how to create a billing for affiliates, go here.
Searching for the billing and changing its status
The form for the billing searching has five fields:
Date: the period of time during which you want the system to show billings.
Affiliate: the certain affiliate who you want to find the billing for. If you don't choose a certain affiliate, the system shows the billings for all affiliates.
Status: the status of the billing.
Payment system: the payment system used in the billing.
Amount of billings: the amount of billings per page.
You can change the status of the certain billing or several billings in bulk:
On Affise, a billing can have the following statuses:
Waiting: the billing is prepared, but not completed. You can edit, delete it, view the details, conversions included, and download the version in .PDF format.
Completed: the billing is closed. You can view the details, conversions included, and download the version in the .PDF format.
Partly paid: the billing is prepared, but not completed.
Pending: the billing is prepared, but not completed.
Sent to tipalti: the billing is sent to Tipalti (only if you set Tipalti integration).
Waiting payment tipalti: the billing is waiting payment (only if you set Tipalti integration).
Declined: the billing is closed.
Getting billing details
The list of billings contains the following columns:
ID: ID of the certain billing, that you can find in the User activity log.
Affiliates: the certain affiliate whom the billing belongs to.
Payment system: the payment system used for this particular billing.
Payout: the sum of money.
Status: the status of the billing.
Date: the date of the billing generation.
Note: the note, written in the Note field or the period of time, which payouts for conversions are counted for.
Actions: possible actions (view, download the version in .PDF format, edit, delete).
To view the details, click on the Eye sign:
In the table, you can see the following columns:
Title: offer's title.
🔎 If you edit the offer title in the future, you cannot see any changes on the billing view page, the downloaded invoice, and the Affiliate panel. If you delete the offer, the relevant string is empty.
Count: total number of conversions included in the billing.
Price (currency): the total sum of payouts. You can see several strings for the same offer. It depends on the number of payouts set up in a certain offer in the Payouts section.
🔎 For example, the offer contains two different goals with two different payouts. If the affiliate has payable conversions for both goals, the system shows two strings with the sum of money.
Total (currency): the certain sum of money paid under the payout met by the affiliate in the certain conversion.
🔎 If the payout is less than 0.0001, the system rounds it to the tenth decimal. If the payout is equal to 0.0001 or bigger, the system rounds it to the fourth decimal.
At the bottom of the page, you can see the Conversions section, where you can see the list of conversions included in the billing.
If you click on the offer name, the system leads you to the offer view page. You can click the conversion ID to see the conversion view page.
🔎 If the system didn't include the conversion in the previous billing because it was approved or created after the previous billing creation, the system highlights it. You can see the explanatory message.
There is an opportunity to export this table as an Excel file by clicking on this sign:
All conversions shown on the certain page will be exported.
You can change the billing details regarding payment account, status, comment, and note. To do it, select the needed billing and click the Pen sign:
⚠️ The information you write in these fields does not influence the sum of money and the process of actual billing payment. This information appears in the .PDF version of the billing, on the billing view page, and on the billing page on the Affiliate panel.
At the bottom of the page, you can see the Correction option:
With this option, you can add the needed sum of money to the billing with the comment. This sum of money can be deleted until the billing has the Complete status.
⚠️ The option of billing editing is available only when the billing has any status, except Complete.
To read about how to export billings, go here.
You can let the system generate billings automatically. Read how to automate a billing here.
Billing and payment systems
Before starting work with billings, an affiliate should choose a payment system in the relevant currency (Profile > Payment system > Add payment system).
If affiliates have several payment systems for the same currency, they can choose the main payment system. If there is no main payment system, the system uses the upper latest payment system by default. After creating the billing, it becomes visible on the Affiliate panel in the Payments section.
On the Affiliate edit page, you can add a payment system. The system pulls the list of available payment systems from the list of payment systems in Settings > Content > Payment systems.
Billing and statistics
To check which conversions you already paid for, go to Statistics > Conversions. You can see the Payment statuses filter:
Unpaid: conversions, not included in the billing.
Waiting: conversions, included to the billing with any status, except Complete.
Paid: conversions, included to the billing with the Complete status only.
🔎 The system updates statuses every 24 hours.
You can compare the billing and the Statistics:
In the Conversion slice of statistics and the list of conversions, included in the billing.
In the Daily slice of statistics (Total - Payouts column). This column shows payouts only for approved conversions (if the toggle With Hold is turned off).
Billing and affiliate balance
In the Affiliates > Affiliates Management, there are the following columns:
Balance: includes payouts for conversions with the statuses selected in the Conversion status in Affiliate’s balance field in Settings > Affiliates > General.
Hold: includes payouts for conversions with the Hold status only.
Payout: includes payouts for conversions with the Approved status only. You can pay only the sum in the Payout column.
In these columns, the system reflects the sum of money for unpaid conversions only (conversions, not included in the billing).
Once you generate the billing for the certain affiliate, the system charges off the sum of money included in the billing in these three columns. As the billing includes payouts for conversions with the Approved status, the payouts for conversions in the Hold status remain in the Balance and the Hold columns. If you delete the billing, the system returns the sum of money to all three columns.
🔎 The system updates the sum of money in all three columns each hour. If you deleted the billing and now want to create a new one for the same affiliates, you need to wait for an hour.
⚠️ If the affiliate doesn't have the Active status, the balance remains at the point when the affiliate became banned or not active.
You can use the Tipalti plugin when working with billings. Tipalti is a reliable global partner payment automation system. Its solution transforms your payment process into a lean financial operation that scales rapidly and works smarter in a few clicks. Read more about it here.
What to do next
📃 Related topics
Please contact Affise Customer Support team regarding all raised questions via the e-mail: [email protected].