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How to issue a One-Time Payment
How to issue a One-Time Payment

This article will walk you through the process of issuing payments in your Partner Portal.

Updated over a week ago

How to Manually Process a Payment:

Issuing a payment to your partner/partner is easy. If you are on the basic plan this is done manually through the “view leads” section of the portal. To issue a payment to a partner, please follow the instructions below:

1. Select the partner and lead you to wish to issue a payment to

Please make sure the commission % is set to the correct amount. This is how your commission payout will be calculated.

2. In the payment information section under “Transaction Log” there is an “Add Payment” button.

(please note, the lead has to be in phase Closed Won for the button to appear)

3. Upon selecting the “Add Payment” button, a pop-up window will appear where you will enter the payment information needed (see screenshot below).

4. Add Payment Button will give you the following options:

Referral Partner:

  • This is not editable and will display the referral partner you are issuing a payment to.

Lead Name:

  • This is not editable will display the lead name you are issuing payment for.

Issue Date:

  • The date the payment will be issued

Period Date:

  • The start date for when the payment will be calculated from

Period End

  • The end date for when the payment will be calculated to

Payment Id’s

  • If your payment is associated with payment ID’s or invoices in your accounting software and you want to track it and tie to a payment

Total Revenue

  • The revenue, the lead generated during that payment period

Commission %

  • The commission rate for the payment will be calculated with


  • The amount to be paid is calculated by dividing the total revenue by the commission.


  • There are three statuses you may select from


  • A payment has been scheduled for a future date


  • A payment has been processed


  • A payment has been completed and a transfer has been issued to the PayPal account that is on file.

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