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Overview
Before you can receive payments for your promotions, you need to set up your billing details in the Partner Platform. Once configured, all your invoices, transactions, and payment history are tracked in one place — your financial command center.
Setting Up Your Payment Information
Open Billing Settings — Go to Company Settings > Billing in your Partner Platform.
Add Banking Details — Click Edit General & Banking to enter your payment method, bank account information, and preferred currency.
Add Tax Information — Click Edit Tax to enter your tax ID and any required tax documentation.
Important: Valid banking and tax information must be on file before you can receive any payments. Set this up as soon as you join to avoid delays on your first payout.
Understanding Your Billing Settings
Your billing section contains all the key details about how and when you get paid.
General Information
Not sure about your billing frequency or net terms? These are configured by your advertiser based on your partnership agreement. Reach out to your Account Manager if anything looks unfamiliar.
Viewing Transactions
The Transactions section shows every payment that has been processed for your account.
Transaction Details
Each transaction record includes:
- Date — When the payment was processed
- Amount — The payment amount
- Payment Method — How the payment was sent (ACH, wire, Everflow Pay)
- Status — Current state of the payment (In Progress, Completed, Rejected)
- Reference Code — A unique identifier for tracking the payment with your bank
Filtering Transactions
Managing Invoices
Invoices are automatically generated based on your billing frequency. Each invoice represents a billing period and includes a breakdown of your earnings.
Invoice Summary
At the top of the Invoices page, you'll see three key numbers:
- Total Billed — The total amount invoiced to date
- Amount Paid — How much has been paid out
- Current Balance — What's still owed to you
Invoice Breakdown
Click into any invoice to see the full details:
- Invoice date range (start and end dates)
- Amount billed and amount paid
- Remaining balance
- Per-offer breakdown — earnings and conversion count for each offer
- Creation and modification dates
Downloading Invoices
Common Billing Questions
Why haven't I been paid yet?
Check three things: (1) your banking and tax info is complete, (2) your balance meets the minimum payout threshold, and (3) the net terms haven't expired yet. If all three look correct, contact your Account Manager.
Can I change my billing frequency?
Billing frequency is set by your advertiser, not by you. If you need a different schedule (e.g., weekly instead of monthly), reach out to your Account Manager to discuss options.
What happens if my balance is below the minimum payout?
Your earnings roll over to the next billing cycle. Once your cumulative balance meets or exceeds the minimum, an invoice is generated and payment is processed according to your net terms.
How do I update my payment method?
Go to Company Settings > Billing > Edit General & Banking. Update your bank details and save. Changes apply to future payments only — any in-progress payments will complete using the previous method.
Where can I see a breakdown of earnings by offer?
Click into any invoice to see the per-offer breakdown, including conversion count and earnings for each offer during that billing period.
Quick Tips
- Set up billing early — Don't wait until your first payout is due. Complete your banking and tax info as soon as you get access.
- Check invoices regularly — Review each invoice to make sure earnings match your expectations. Catch discrepancies early.
- Download invoices for your records — Keep PDF copies for accounting and tax purposes.
- Know your net terms — Understanding when payments are issued (e.g., Net 30) helps you plan your cash flow.
- Questions? Ask your Account Manager — They can explain your specific billing setup, adjust payment methods, or escalate issues.
