Before you begin
You can let the system create billings automatically. You should only select the period and the system will generate billings according to your settings.
Automate a billing for affiliates
To automate a billing, do the following:
Go to the Settings > Affiliates > General.
In the Partner invoice Auto-generation schedule field, select one of the following:
Disabled: disable auto-generation.
Weekly: the system generates invoices each Monday 00:01 (your timezone) for the previous calendar week.
Bi-weekly: the system generates invoices once in two weeks on Monday 00:01 (your timezone) for the previous two calendar weeks.
Monthly: the system generates invoices on the first day of the new month at 00:01 (your timezone) for the previous calendar month.
The system generates the billings in Waiting status by default. It adds the comment "Created by Auto-generation schedule" to the invoice.
If the system already has a billing, which:
partially matches the time period that the auto-generated billing has, it creates the billing from the date of the last conversion, included to the already generated billing.
fully matches the time period that the auto-generated billing has, it doesn't create the billing.
⚠️ The system doesn't generate a billing if:
The affiliate does not have the Active status.
The affiliate does not have a payment system for the currency of the payable conversions.
The affiliate does not have payable conversions at all.
Please contact the Affise Customer Support team regarding all raised questions via the e-mail: [email protected].