Payments Admin - Revision history

Offeritnick at 00:09, 19 June 2018

2018-06-19T00:09:31Z

Offeritnick at 23:55, 15 November 2017

2017-11-15T23:55:21Z

OfferitRob at 15:31, 16 June 2014

2014-06-16T15:31:38Z

OfferitMegan at 17:01, 23 August 2012

2012-08-23T17:01:18Z

OfferitMegan: /* Referral Commission Scales */

2012-08-12T20:29:55Z

‎Referral Commission Scales

OfferitMegan: /* Pay Via Options */

2012-08-12T20:27:59Z

‎Pay Via Options

OfferitMegan: /* Pay Via Options */

2012-08-12T20:27:43Z

‎Pay Via Options

OfferitMegan at 20:23, 12 August 2012

2012-08-12T20:23:29Z

OfferitJames: Created page with "{{Offerit Manual | show_payments_admin_section = true }} The Offerit payment admin provides a simple, easy way to pay your affiliates, as well as allowing y..."

2012-04-09T23:10:47Z

Created page with "{{Offerit Manual | show_payments_admin_section = true }} The Offerit payment admin provides a simple, easy way to pay your affiliates, as well as allowing y..."

New page

{{Offerit Manual
| show_payments_admin_section = true
}}

The [[Offerit]] payment admin provides a simple, easy way to pay your [[Ct#Affiliate|affiliates]], as well as allowing you to view and search payments, configure affiliate payments, and [[Pay Via Types]] (payment methods). The main payment admin screen displays a list of open, stored, and sent payments, while the tabs at the top allow you to configure how to pay affiliates.

[[File:Admin_Payments_Admin.png|750px|Offerit Payments Admin]]

== Open, Stored, and Sent Payments ==

* The '''Open Payments''' section lists [[Pay Via Types]], as well as the total amount you owe all [[ct#Affiliate|affiliates]] using each respective Pay Via type. The total amount displayed includes affiliates whose [[ct#Commission|commission]] has not reached the set minimum for payment.

* The '''Stored Payments''' section lists how much you owe affiliates who have reached the payment minimum and are ready to be paid, as well as the Pay Via Type.

* The '''Sent Payments''' section lists the amount you paid out to affiliates, as well as what dates the payments were sent on.

After every pay period (normally 2 weeks), affiliates who earn enough money to meet your minimum requirement for a payment are marked as ready to be paid. (See Pay Via Options below)

Before you can send a payment to an affiliate, you must store that payment in [[Offerit]] to indicate that it is ready to go out. To store a payment, click the Store Payment icon next to an open payment and it will move to the Stored Payments section. Since Stored Payments only include affiliate payments that have reached the minimum amount, it is possible that the total amount of a stored payment will be lower than the total amount of the same open payments.

'''Note: Payments are automatically stored at the end of a pay period.'''

In the stored section, you can view, edit, un-store, or pay a payment:

* The '''View Payment''' icon allows you to view the payment; in this view, you can copy and paste the output into a payment processor of your choosing.
* The '''Edit''' icon allows you to view a list of affiliate payments in this payment; here you will also be able to remove or edit a specific affiliate's payment.
* The '''Mark as Paid''' icon allows you to mark a specific payment as "paid"; it will be moved to the Sent Payments section and will not be able to be changed again, but you will still be able to view it.

== Searching Your Payments ==

[[Offerit]] now offers a search feature where you can search for open, stored, and sent payments in your database. To search your payments, go to the Payments Admin and click the "Search Payments" tab at the top of the page.

You will then be taken to the "Search Payments" page. Here, you will see the basic form for searching your payments, as well as a list of payments at the bottom of the page.

In the basic search form, you can search by Affiliate, Pay Via Type, Stored Date, and Paid Date. You can search for open payments by setting the Stored Date to "Never", search for stored payments by setting a Stored Date and setting the Paid Date to "Never", or search for a sent payment by setting a valid Paid Date. Clicking the "Advanced Form" link on top of the Search Payments box will bring you to the Advanced Search Form. Here, you can specify searches in three categories:

* Payment Info - Consists of Payment ID, Status, Pay Via Type, Paid Reference, Payment Type, and No Store Reason (a reason for a payment not being stored).
* Affiliate Info - Consists of Affiliate ID, Status, Username, E-mail, Pay Via Info, and Full Name.
* Dates - Consists of Stored On, Stored Date Greater Than, Stored Date Less Than, Paid On, Paid Date Greater Than, and Paid Date Less Than.

[[File:Admin_Payments_Advanced_Search.png|600px|Advanced Payment Search]]

You can use any of the above, or a combination of multiple search parameters to further narrow down your payment search.

The "Payments" box at the bottom of the page lists any payments that fit your specified search parameters. The drop-down menu at the bottom of the box allows you to perform batch actions on selected payments. With this drop-down menu, you can Store Checked Payments, Set Checked Payments as Paid, or Un-Store Checked Payments. After you set an action, you can also set the date you want it to be carried out. This is useful as you can have [[Offerit]] automatically store certain payments at certain dates, for example.

[[File:Admin_Payments_Advanced_Search_Bottom.png|600px]]

There are also multiple sort options that can be used in the Payments box. To sort by a certain parameter, you can click any of the underlined column titles at the top of the box. These parameters include Payment ID, Pay Via Type, Affiliate, Stats Date Range, Payment Type, Stored Date, Paid Date, Amount, and Reference.

=== Importing Payments into Intuit Quickbooks ===

It is possible to import your payments through Intuit Quickbooks through [[Offerit]]. First, click on the View Payment icon. On the next page, use your web browser to view the page source-- once you have done this, save the source as a .iif file. Once you have saved your file, import the saved file into Quickbooks.

=== Generate Check Numbers ===

You can generate a series of check numbers in your payment using the [[Payment Dump Entry Numbers]] article.

== Pay Via Options ==

The Pay Via Options, Dump Formats, and Auto Payments tabs let you configure how to pay affiliates.

Click the Pay Via Types tab to change the payment types available to affiliates-- each item in this list describes a payment method. By default, affiliates can choose to use any enabled method, but you can change which methods are available to which affiliates by clicking the Pay Via Rules icon. The Edit Icon lets you change the options displayed in the list and the Edit Pay Via Setup icon lets you configure the form that collects affiliate account information. Instructions for editing the Pay Via Options can be found in the [[Creating and Editing PayVia Options and Dump Formats]] article. For general information, please see our [[Pay Via Types]] wiki article.

[[File:Admin_Pay_Via_Types.png|600px|Pay Via Types]]

Click the Dump Formats tab to change the payment output format you download and submit to the payment processor. Choose an output format and click the Edit icon. Instructions for editing the output format are in the [[Creating and Editing PayVia Options and Dump Formats]] article.

=== Hidden Pay Via Options ===

To create hidden affiliate payment options, go to Payments Admin, click the Pay Via Types tab, and click the PayVia Rules icon. Enter a rule that determines which affiliates see this PayVia, and click Add. For example: to hide a PayVia from all affiliates, select the following options:

* Type: IGNORE
* Affiliate: ALL
* Country: ALL
* Start Date/Time: NOW
* End Date/Time: FOREVER

[[File:Admin_Pay_Via_Rules.png|600px|Pay Via Rules]]

You can manually add an affiliate to a hidden PayVia by going to Affiliates Admin, finding the affiliate, clicking the Edit Affiliate Details icon, and modifying their Payment Method.

== Referral Commission Scales ==

You can setup different affiliate commission scales in several ways:

* Manually add affiliates to an exiting commission and change their payment to a higher percent. To do this, go to Commissions Admin, click the Commission Changes tab, click the Commission Changes icon for a commission. Enter the affiliate you would like to affect and click Save. On the next page, enter when the payment change starts and ends, and enter the details of the payment change. You can add multiple changes for different affiliates.
* Create a commission with the desired payment in disabled commissions, never enable it, and manually add affiliates to it.
* Offer this increase to all affiliates but only if they bring you a certain amount of traffic by setting up a Referral Commission Tier.

@@ Line 7: / Line 7: @@
 [[File:PaymentsAdmin_20171114.png|750px|Offerit Payments Admin]]
-== Open, <font color="blue">(*COMING SOON*)</font>Banned, Stored, and Sent Payments ==
+== Open, Banned, Stored, and Sent Payments ==
 * The '''Open Payments''' section lists [[Payvia Types]], as well as the total amount you owe to all [[ct#Affiliate|affiliates]] who are not banned using each respective Payvia type. The total amount displayed includes affiliates whose [[ct#Commission|commission]] has not reached the set minimum payout for payment.
-* <font color="blue">(*COMING SOON*)</font> The '''Banned Payments''' section lists [[Payvia Types]], as well as the total amount you owe banned [[ct#Affiliate|affiliates]] using each respective Payvia type. The total amount displayed includes affiliates whose payments have been built, but will not be stored because they are currently banned.
+* The '''Banned Payments''' section lists [[Payvia Types]], as well as the total amount you owe banned [[ct#Affiliate|affiliates]] using each respective Payvia type. The total amount displayed includes affiliates whose payments have been built, but will not be stored because they are currently banned.
 * The '''Stored Payments''' section lists how much you owe affiliates who have reached the payment minimum and are ready to be paid, as well as the Payvia Type.
@@ Line 28: / Line 28: @@
 * The '''Store Payments''' action allows you to store payments for the corresponding payvia type for any affiliate(s) that has reached their chosen minimum payout.
-<font color="blue">(*COMING SOON*)</font> In the Banned Payments, you can view or edit banned affiliate payments:
+In the Banned Payments, you can view or edit banned affiliate payments:
 * The '''Edit Payments''' action allows you to view or edit a list of affiliate payments that are open for banned affiliates using the corresponding payvia type; here you will also be able to view a specific affiliate's payments and add reference notes if needed.

@@ Line 3: / Line 3: @@
 }}
-The [[Offerit]] payment admin provides a simple, easy way to pay your [[Ct#Affiliate|affiliates]], as well as allowing you to view and search payments, configure affiliate payments, and [[Payvia Types]] (payment methods). The  main Payments Admin screen displays a list of open, stored, and sent payments, while the tabs at the top allow you to configure how to pay affiliates.
+The [[Offerit]] payment admin provides a simple, easy way to pay your [[Ct#Affiliate|affiliates]], as well as allowing you to view and search payments, configure affiliate payments, and [[Payvia Types]] (payment methods). The main Payments Admin screen displays a list of open, stored, and sent payments, while the tabs at the top allow you to configure how to pay affiliates.
-[[File:Admin_Payments_Admin.png|750px|Offerit Payments Admin]]
+[[File:PaymentsAdmin_20171114.png|750px|Offerit Payments Admin]]
-== Open, Stored, and Sent Payments ==
+== Open, <font color="blue">(*COMING SOON*)</font>Banned, Stored, and Sent Payments ==
-* The '''Open Payments''' section lists [[Payvia Types]], as well as the total amount you owe all [[ct#Affiliate|affiliates]] using each respective Payvia type. The total amount displayed includes affiliates whose [[ct#Commission|commission]] has not reached the set minimum for payment.
+* The '''Open Payments''' section lists [[Payvia Types]], as well as the total amount you owe to all [[ct#Affiliate|affiliates]] who are not banned using each respective Payvia type. The total amount displayed includes affiliates whose [[ct#Commission|commission]] has not reached the set minimum payout for payment.
 * The '''Stored Payments''' section lists how much you owe affiliates who have reached the payment minimum and are ready to be paid, as well as the Payvia Type.
@@ Line 17: / Line 19: @@
 After every pay period (normally 2 weeks), affiliates who earn enough money to meet your minimum requirement for a payment are marked as ready to be paid.  (See Payvia Options below)
-Before you can send a payment to an affiliate, you must store that payment in [[Offerit]] to indicate that it is ready to go out. To store a payment, click the Store Payment icon next to an open payment and it will move to the Stored Payments section. Since Stored Payments only include affiliate payments that have reached the minimum amount, it is possible that the total amount of a stored payment will be lower than the total amount of the same open payments.
+Before you can send a payment to an affiliate, you must store that payment in [[Offerit]] to indicate that it is ready to go out. To store a payment, click the Store Payment action next to an open payment and it will move to the Stored Payments section. Since Stored Payments only include affiliate payments that have reached the minimum amount, it is possible that the total amount of a stored payment will be lower than the total amount of the same open payments.
-'''Note: Payments are automatically stored at the end of a pay period.'''
+* The '''View Dump''' action allows you to view the payment; in this view, you can copy and paste the output into a payment processor of your choosing.
-In the stored section, you can view, edit, un-store, or pay a payment:
+In the Paid Payments section, you can view or edit a paid payment:
-* The '''View Payment''' icon allows you to view the payment; in this view, you can copy and paste the output into a payment processor of your choosing.
+* The '''View Dump''' action allows you to view the paid payment.
-* The '''Edit''' icon allows you to view a list of affiliate payments in this payment; here you will also be able to remove or edit a specific affiliate's payment.
+* The '''Edit Payments''' action allows you to view a list of affiliate payments in this payment.  Here you can also edit the payment and move it back into the Open/Stored sections if needed.
 == Searching Your Payments ==
-[[Offerit]] now offers a search feature where you can search for open, stored, and sent payments in your database. To search your payments, go to the Payments Admin and click the "Search Payments" tab at the top of the page.
+[[Offerit]] offers a search feature where you can search for open, stored, and paid payments in your database. To search your payments, go to the Payments Admin and click the "Search Payments" in the left navigation of the page.
 You will then be taken to the "Search Payments" page. Here, you will see the basic form for searching your payments, as well as a list of payments at the bottom of the page.
 In the basic search form, you can search by Affiliate, Payvia Type, Stored Date, and Paid Date. You can search for open payments by setting the Stored Date to "Never", search for stored payments by setting a Stored Date and setting the Paid Date to "Never", or search for a sent payment by setting a valid Paid Date. Clicking the "Advanced Form" link on top of the Search Payments box will bring you to the Advanced Search Form. Here, you can specify searches in three categories:
 * Payment Info - Consists of Payment ID, Status, Payvia Type, Paid Reference, Payment Type, and No Store Reason (a reason for a payment not being stored).
-* Affiliate Info - Consists of Affiliate ID, Status, Username, E-mail, Payvia Info, and Full Name.
+* Affiliate Info - Consists of Affiliate ID, Status, In House Affiliates, Username, E-mail, Payvia Info, and Full Name.
 * Dates - Consists of Stored On, Stored Date Greater Than, Stored Date Less Than, Paid On, Paid Date Greater Than, and Paid Date Less Than.
-[[File:Admin_Payments_Advanced_Search.png|600px|Advanced Payment Search]]
+[[File:PaymentsAdminSearchAdvanced.png|600px|Advanced Payment Search]]
 You can use any of the above, or a combination of multiple search parameters to further narrow down your payment search.
-The "Payments" box at the bottom of the page lists any payments that fit your specified search parameters. The drop-down menu at the bottom of the box allows you to perform batch actions on selected payments. With this drop-down menu, you can Store Checked Payments, Set Checked Payments as Paid, or Un-Store Checked Payments. After you set an action, you can also set the date you want it to be carried out. This is useful as you can have [[Offerit]] automatically store certain payments at certain dates, for example.
+The "Payments" box at the bottom of the page lists any payments that fit your specified search parameters. The drop-down menu at the bottom of the box allows you to perform batch actions on selected payments. With this drop-down menu, you can Store Checked Payments, Set Checked Payments as Paid, or Un-Store Checked Payments. After you set an action, you can also set the date you want it to be carried out. This is useful as you can have [[Offerit]] automatically store certain payments at specific dates, for example.
-[[File:Admin_Payments_Advanced_Search_Bottom.png|600px]]
+[[File:PaymentsAdminEditPaymentsActions.png|600px]]
 There are also multiple sort options that can be used in the Payments box. To sort by a certain parameter, you can click any of the underlined column titles at the top of the box. These parameters include Payment ID, Payvia Type, Affiliate, Stats Date Range, Payment Type, Stored Date, Paid Date, Amount, and Reference.
@@ Line 63: / Line 82: @@
 Click the Payvia Types tab to change the payment types available to affiliates-- each item in this list describes a payment method. By default, affiliates can choose to use any enabled method, but you can change which methods are available to which affiliates by clicking the Payvia Rules icon. The Edit Icon lets you change the options displayed in the list and the Edit Payvia Setup icon lets you configure the form that collects affiliate account information. Instructions for editing the Payvia Options can be found in the [[Payvia Types]] wiki article.
-[[File:Admin_Pay_Via_Types.png|600px|Pay Via Types]]
+[[File:PaymentsAdminPayviaTypes.png|600px|Pay Via Types]]
 Click the Dump Formats tab to change the payment output format you download and submit to the payment processor.  Choose an output format and click the Edit icon.  Instructions for editing the output format are in the [[Payvia Dump Formats]] article.
@@ Line 71: / Line 90: @@
 To create hidden affiliate payment options, go to Payments Admin, click the Payvia Types tab, and click the Payvia Rules icon. Enter a rule that determines which affiliates see this Payvia, and click Add. For example: to hide a Payvia from all affiliates, select the following options:
-* Type: IGNORE
+* Type: DISABLE
 * Affiliate: ALL
 * Country: ALL
@@ Line 77: / Line 96: @@
 * End Date/Time: FOREVER
-[[File:Admin_Pay_Via_Rules.png|600px|Pay Via Rules]]
+[[File:PaymentsAdminRules.png|600px|Pay Via Rules]]
 You can manually add an affiliate to a hidden Payvia by going to Affiliates Admin, finding the affiliate, clicking the Edit Affiliate Details icon, and modifying their Payment Method.

@@ Line 13: / Line 13: @@
 * The '''Stored Payments''' section lists how much you owe affiliates who have reached the payment minimum and are ready to be paid, as well as the Payvia Type.
-* The '''Sent Payments''' section lists the amount you paid out to affiliates, as well as what dates the payments were sent on.
+* The '''Paid Payments''' section lists the amount you paid out to affiliates, as well as what dates the payments were paid on.
 After every pay period (normally 2 weeks), affiliates who earn enough money to meet your minimum requirement for a payment are marked as ready to be paid.  (See Payvia Options below)

← Older revision		Revision as of 20:29, 12 August 2012
Line 80:		Line 80:

	You can manually add an affiliate to a hidden PayVia by going to Affiliates Admin, finding the affiliate, clicking the Edit Affiliate Details icon, and modifying their Payment Method.		You can manually add an affiliate to a hidden PayVia by going to Affiliates Admin, finding the affiliate, clicking the Edit Affiliate Details icon, and modifying their Payment Method.
−
−	~~== Referral Commission Scales ==~~
−
−	~~You can setup different affiliate commission scales in several ways:~~
−
−	* Manually add affiliates to an exiting commission and change their payment to a higher percent. To do this, go to Commissions Admin, click the Commission Changes tab, click the Commission Changes icon for a commission. Enter the affiliate you would like to affect and click Save. On the next page, enter when the payment change starts and ends, and enter the details of the payment change. You can add multiple changes for different affiliates.
−	* Create a commission with the desired payment in disabled commissions, never enable it, and manually add affiliates to it.
−	* Offer this increase to all affiliates but only if they bring you a certain amount of traffic by setting up a Referral Commission Tier.

@@ Line 65: / Line 65: @@
 [[File:Admin_Pay_Via_Types.png|600px|Pay Via Types]]
-Click the Dump Formats tab to change the payment output format you download and submit to the payment processor.  Choose an output format and click the Edit icon.  Instructions for editing the output format are in the [[Dump Formats]] article.
+Click the Dump Formats tab to change the payment output format you download and submit to the payment processor.  Choose an output format and click the Edit icon.  Instructions for editing the output format are in the [[PayVia Dump Formats]] article.
 === Hidden Pay Via Options ===

@@ Line 61: / Line 61: @@
 The Pay Via Options, Dump Formats, and Auto Payments tabs let you configure how to pay affiliates.
-Click the Pay Via Types tab to change the payment types available to affiliates-- each item in this list describes a payment method. By default, affiliates can choose to use any enabled method, but you can change which methods are available to which affiliates by clicking the Pay Via Rules icon. The Edit Icon lets you change the options displayed in the list and the Edit Pay Via Setup icon lets you configure the form that collects affiliate account information. Instructions for editing the Pay Via Options can be found in the [[Creating and Editing PayVia Options and Dump Formats]] article. For general information, please see our [[Pay Via Types]] wiki article.
+Click the Pay Via Types tab to change the payment types available to affiliates-- each item in this list describes a payment method. By default, affiliates can choose to use any enabled method, but you can change which methods are available to which affiliates by clicking the Pay Via Rules icon. The Edit Icon lets you change the options displayed in the list and the Edit Pay Via Setup icon lets you configure the form that collects affiliate account information. Instructions for editing the Pay Via Options can be found in the [[Pay Via Types]] wiki article.
 [[File:Admin_Pay_Via_Types.png|600px|Pay Via Types]]
-Click the Dump Formats tab to change the payment output format you download and submit to the payment processor.  Choose an output format and click the Edit icon.  Instructions for editing the output format are in the [[Creating and Editing PayVia Options and Dump Formats]] article.
+Click the Dump Formats tab to change the payment output format you download and submit to the payment processor.  Choose an output format and click the Edit icon.  Instructions for editing the output format are in the [[Dump Formats]] article.
 === Hidden Pay Via Options ===