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How can I manage payouts to my affiliates?

Applicable plans Starter Essentials Business Advanced

We give you access to full reporting on affiliate commission owed, making it super easy for you to make payouts according to your policy and your schedule!


Once your affiliates are up-and-running and the sales are coming in, here’s how you can use the Affiliates page of your admin dashboard to manage your payouts...



Filtering commissions by date


From the Affiliates page you can quickly get an overview of total commissions owed and paid.

 


By default this page will show you all affiliate data, but you can select the bar at the top of the page to filter based on a specific date range.



Whilst you’re free to pay out your affiliates as you choose, we recommend waiting at least 30 days following the sale in case the customer requests a refund during that time (any refunds you make from your Stripe or PayPal account will be removed from the affiliate’s commission automatically).


A nice simple system would be to process all payouts from June, for example, at the beginning of August. To do that you could select Custom Range and then select June 1st-June 30th.



Once you’ve filtered your commissions, you’re ready to approve them ahead of making your payouts!



Approving commissions


Commissions have the status of 'Pending' until they’ve been approved by you.


To view an affiliate’s pending commissions, find them in the list on the Affiliates page and hit ‘View’.



On the next page you’ll see the list of pending commissions and can deny or approve them.


Pending commissions will be included in the total commissions as shown on the main Affiliates page, but if you deny a commission that will discount it from the total.


You will need to approve any pending commissions before you can record a payment for them, so go ahead and do that now by hitting 'Approve' for each one.




Recording a payment


Now’s the time for you to make your payouts...


Payments are made manually by you, outside of Thinkific, so it's totally up to you how you want to manage that! One popular solution is to use PayPal, and create a schedule/reminder for yourself to send the funds owed to your payees on a regular basis (e.g. once a month). You have the flexibility here to set up a process that works best for you and your business.


Once you’ve made a payout you can come back and record it on Thinkific, allowing you to easily track what’s been paid and what’s still owing.


From the Affiliates page, select ‘View’ for the affiliate who you’d like to record a payment for, and then ‘Record Payment’ on the next page.



The next page will include an overview of all approved commissions for that affiliate, which will be included in the payment.



Take a moment to review those details and then hit ‘Record Payment’ to continue.


On the next page, select to ‘Confirm and Record Payment’.



And that’s it! Any commissions included in the payment will now show as having been paid.



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