The Payment Scheduler helps automate your partner program by automatically queuing commission payments based on a set schedule.
Queued payments appear in the portal but still require admin review and approval before they are processed.
Enable the Payment Scheduler
Go to Program Settings under Partner Program.
Scroll to the Payment Scheduler section.
Toggle the scheduler On. (if it's turned off)
Click the pencil icon to configure the settings.
Configure Your Payment Schedule
Choose how often payments should be queued:
Monthly
Quarterly
Yearly
You can also set an Issue Date Delay, which determines how long the system waits before scheduling the payment after the revenue period ends.
Lead Expiry (Optional)
You can automatically expire Leads after a set period of time.
Expired Leads will no longer generate partner payments.
Expiry is calculated from the Lead’s Close Date and applies to Active Leads.
Important Note
The Payment Scheduler queues payments automatically, but they must still be reviewed and approved by an admin before they are processed.