Important: Adding revenue and a partner payment does not automatically send funds unless you are using our PayPal integration.
Currently, payouts can only be issued directly through PayPal. If you are not using PayPal, this entry is for visibility and tracking only, and payment must be sent externally.
Before You Begin
The Lead must be Active and in Closed Won.
Confirm the correct commission structure is set on the Lead. (flat rate, percentage)
Step 1: Select the Lead
Go to Leads.
Open the appropriate Lead.
Review the commission structure.
Step 2: Add Revenue
Scroll to the Revenue and Partner Payments.
Click on the 'Add Revenue' button.
(This button appears only when the Lead is Closed Won.)
Step 3: Enter Revenue and Payment Details
Complete the required fields:
Period Start & End Dates
Payment ID(s) (optional)
Issue Date
Total Revenue (required)
Commission Type (required)
Amount will be automatically calculate depending on the Lead’s commission type (fixed, recurring, or one-time).
Payment Status
Choose:
Scheduled
Processing
Complete
If not using PayPal, you'll need to update the status manually to match your external payment.
How Funds Are Sent
With PayPal integration: Funds are transferred to the Partner’s PayPal account.
Without PayPal integration: No funds are sent from the platform. This entry is for tracking only.
Then click on the Add button to save.