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…

How do I manage the billing of my partners?

How does the billing work? When you have validated the conversions of an advertiser, partners are entitled to be paid commission. Partners do not have to invoice the advertiser to receive this commission. Instead, the system will create so called self-billed invoices or payout entries which define how much commission partners are entitled to receive.…

How do I edit a payment entry?

Getting started Make sure you are logged in to admin UI, click on ‘finance’ in the main navigation menu and proceed to click on ‘partner billing’. Scroll down the page and find the payment entry you want to edit. You can use the filter panel to search for specific payouts – for comprehensive instructions, please…

Troubleshooting with payment entries

Preface Partner billing is a complex topic. You might found yourself in a situation where the system did not create payment entries, although you expected them and followed the instructions in the chapter on how to create payment entries. This article helps you to discover the cause and explains you how to solve it. Checklist…

Finance as a service

Overview The platform does not only enable you to manage the billing of partners and the invoicing of advertisers, it also allows you to manage the actual banking. You can directly payout partners via the platform and manage incoming payments related to advertiser invoices. Please note this tool is still in the beta phase. The…

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…