How can I manage payouts to my affiliates?
Modified on: Wed, 10 Oct, 2018 at 5:40 PM
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!
Commissions have the status of 'Pending' until they’ve been approved by you.
To view an affiliate’s pending commissions, click on the Affiliate's name within the list on the Affiliates page.
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, click on the name of the user and from their profile, you can click on the "Approved" payments to record a payment:
You'll be prompted with a pop-up to confirm that you want to record the payment:
And that’s it! Any commissions included in the payment will now show as having been paid.
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