This feature removes the need to manually generate settlements, ensuring consistent and timely processing of advertiser balances.
What is Settlement Autogeneration?
Settlement autogeneration automatically creates settlements for your advertisers based on your configured schedule. Once enabled, the system will check each advertiser's balance and generate settlements according to your chosen frequency and minimum balance requirements.
How It Works
When settlement autogeneration runs, the system:
Checks the schedule - Verifies if it's the right day based on your configuration
Reviews advertiser balances - Looks at all advertisers who have billing details set up
Applies minimum balance filter - Only creates settlements for advertisers meeting your minimum balance threshold
Generates settlements - Creates individual settlements for each qualifying advertiser
Adds automatic notes - Each settlement includes a note indicating it was automatically generated (e.g., "Generated - week 45" or "Generated - month December")
Configuration Options
Frequency
Choose how often settlements should be generated:
Weekly
Select a specific day of the week when settlements will be created
Options: Monday through Sunday
Example: Every Monday at the beginning of the day
Monthly
Choose when in the month settlements should be generated:
First day - Settlements generate on the 1st of each month
Last day - Settlements generate on the last day of each month
Custom day - Pick any day between the 2nd and 28th of the month
Minimum Balance
Set a minimum balance threshold to control when settlements are created. Only advertisers with balances equal to or exceeding this amount will have settlements generated automatically.
Enter any amount (including 0 for no minimum)
Useful for avoiding small-value settlements
Example: Set to $100 to only generate settlements when an advertiser's balance reaches at least $100
Setting Up Settlement Autogeneration
Navigate to Settings → Advertisers → Settlement Autogeneration
Toggle Enable settlement autogeneration to activate the feature
Select your preferred Frequency (Weekly or Monthly)
Configure the schedule:
For weekly: Choose the day of the week
For monthly: Choose first day, last day, or a custom day
Set the Minimum balance amount
Click Save to activate your settings
Important Considerations
Billing Details Required
Settlements will only be generated for advertisers who have billing details configured in their account. Advertisers without billing information will be skipped automatically.
Once Per Day Execution
The system generates settlements once per day according to your schedule. If the process has already run for the current day, it will not run again until the next scheduled day.
Custom Day Limitations
When choosing a custom day for monthly generation, you can select days 2 through 28. This range ensures settlements can be generated consistently across all months, avoiding complications with shorter months like February.
Timezone Consideration
Settlement generation uses your platform's default timezone setting. The schedule runs at the beginning of the day in your configured timezone.
Balance Calculation
Settlements include all open balances accumulated up to the beginning of the scheduled day. Any transactions from the day of generation will be included in the next settlement cycle.
Use Cases
Small Team Management
Set weekly settlements to maintain consistent cash flow and simplify accounting tasks without manual intervention.
High-Volume Operations
Configure monthly settlements on the first day to align with your billing cycle and reduce administrative overhead.
Quality Control
Use a minimum balance threshold to prevent processing numerous small settlements, focusing on meaningful payment amounts.
Troubleshooting
Settlements not being generated?
Verify the feature is enabled in settings
Confirm advertisers have billing details configured
Check that advertiser balances meet your minimum balance requirement
Review your timezone settings to ensure the schedule aligns with your expectations
Need to adjust the schedule?
You can modify your settlement autogeneration settings at any time. Changes will take effect from the next scheduled run.