Settlement autogeneration automatically creates advertiser settlements on a regular schedule, removing the need to generate them manually. Once enabled, the system checks each advertiser's balance and creates settlements according to your chosen frequency and minimum balance threshold.
How it works
When settlement autogeneration runs, the system goes through the following sequence:
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 the minimum balance filter: only creates settlements for advertisers meeting your minimum balance threshold.
Generates settlements: creates an individual settlement for each qualifying advertiser.
Adds automatic notes: each settlement includes a note indicating it was automatically generated, identifying the week or month it covers.
Configuration options
Two main settings control how autogeneration runs.
Frequency
Choose how often settlements are generated:
Weekly: select any day of the week. Settlements are generated at the start of that day.
Monthly: choose when in the month settlements are generated. Options are First day, Last day, or a Custom day between the 2nd and 28th.
Minimum balance
Only advertisers with balances equal to or exceeding the configured minimum will have settlements generated. Set to 0 for no minimum. This is useful for avoiding small-value settlements (for example, set to 100 to only generate settlements when an advertiser's balance reaches at least that amount in the configured currency).
Setting up
To enable settlement autogeneration:
Navigate to Settings → Advertisers → Settlement autogeneration.
Toggle Enable settlement autogeneration on.
Select your Frequency (Weekly or Monthly) and configure the schedule.
Set the Minimum balance.
Click Save.
Notes
Billing details required: settlements are only generated for advertisers with billing details configured. Advertisers without billing information are skipped automatically.
Once per day: the system runs 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 range: monthly custom days are limited to the 2nd through 28th to ensure consistent generation across all months, avoiding complications with shorter months like February.
Timezone: settlement generation uses your platform's default timezone. The schedule runs at the start of the day in that timezone.
Balance calculation: settlements include all open balances accumulated up to the start of the scheduled day. Transactions from the day of generation will be included in the next cycle.
Adjusting the schedule: you can modify your settlement autogeneration settings at any time. Changes take effect from the next scheduled run.
Troubleshooting
If settlements aren't being generated, check that:
The feature is enabled.
Advertisers have billing details configured.
Advertiser balances meet your minimum balance requirement.
Timezone settings align with your expectations.