Everything you need to know about financial processing

Overview This article explains the process for running your finances though the platform. It covers requirements, rating, validation, partner and advertiser billing and finally, finance as a service, i.e. banking. Requirements Billing mode Every advertiser on your platform has a billing mode, which is defined in the financial settings. The billing mode defines whether and,…

Working with entities

What is an entity? The entity is the legal body responsible for the payout of the partners and the billing of your advertisers. Therefore, the entity should always contain the official name and registered office address of your company. If multiple companies are legally responsible for the payout of your partners and the billing of your…

Defining a billing mode for an advertiser

Before you start The billing mode of an advertiser defines the way in which your advertiser will be charged and subsequently invoiced for the business generated via the partners on your platform. Defining a billing mode for your advertiser is always necessary, even if you don’t want to invoice your advertiser. Along with the billing…

How do I invoice an advertiser?

Before you start How you invoice an advertiser depends on the billing mode you have defined for the advertiser: When you are not working with external advertisers and you do not want to use the platform for inter-company billing, you  probably selected the ‘no billing’ or ‘self-billing’ mode. In this case, this article is irrelevant…

How do I manage a fee model?

What is a fee model? A fee model is a model via which you can automatically charge advertisers for the traffic and/or the conversions the partners in your platform are generating. How the advertiser will be billed (via invoice or deposit), depends on the billing mode you have selected for your advertiser. Please note that…

All you need to know about currencies

Preface This article explains how the platform deals with different currencies and currency conversion. In what currency are conversions tracked? The currency of your conversions depends on the currency in which orders are placed on the website of your advertiser. When you implement a new advertiser, you register this currency under advertiser billing information. Please note…

Working with your own finance templates

What is a finance template? Finance templates are the basis of all official finance documents on the platform: advertiser deposits, advertiser refunds, advertiser invoices and payout entries for your partners as well as reversals. By creating a template, you define how these documents will look like, meaning what information it contains and where the data…