To issue a payment to a partner, please ensure the lead is Active and in a Closed Won phase. To issue a one-time payment to a partner, you'll need to determine which lead they'll receive commission on.
1. Select Lead
Head to your leads tab and select the respective Lead.
Ensure the commission percentage is set correctly, as this will determine the payout calculation.
2. Access the Payment Information Section
Navigate to the “Transaction Log” in the payment information section.
Click the “Add Payment” button. (Note: The lead must be in the "Closed Won" phase for this button to appear.)
3. Enter Payment Details
Upon clicking “Add Payment,” a pop-up window will appear where you can enter the necessary payment information.
The “Add Payment” window will include the following fields:
Referral Partner: (Non-editable) Displays the partner to whom the payment is being issued.
Lead Name: (Non-editable) Displays the lead name associated with the payment.
Issue Date: The date when the payment will be issued.
Period Start Date: The start date for calculating the payment.
Period End Date: The end date for calculating the payment.
Payment ID(s): Optional.
Enter any payment IDs or invoice numbers from your accounting software if you need to track and associate them with this payment.
Total Revenue: Required
The revenue generated by the lead during the payment period.
Commission %: The commission rate used to calculate the payment.
Amount: The amount to be paid, calculated based on the total revenue and commission percentage.
Status: Choose from the following payment statuses:
Scheduled: Payment is scheduled for a future date.
Processed: Payment has been processed.
Complete: Payment has been completed.
If you are not issuing a payment through PayPal, then the status will need to be updated manually.
Processing Payments
If using our payment integration then a transfer will be issued to the PayPal account on file. If you are not using our payment integration, then this payment will only be for visibility purposes and no payment will be issued. You'll need to issue the payment on an external platform of your choice.