When you are ready to pay your affiliates, you can settle their balances.
Balances are settled on the page "Open balance" by clicking either on the "Settle all filtered balances" to settle all affiliates or "Settle balance" for an individual record.
This will open a modal where you have the option to add a specific a note for the settlement. This note can be used for multiple purposes, such as noting why the settlement was created, for whom it was created, and so on.
When you are done, use the "Settle" button to create the settlement.
This will mark the selected open balance/s as settled and move the selected records to the "Settled balance" section. Some records might not be moved due to missing information in the affiliate's payment method or billing details.
Settled balance overview
In the section "Settled balance," you can see detailed information about each settlement and you can download a .csv file for each of the settlements.
Prerequisites to pay out affiliates
To include an affiliate in a settlement, they need to have billing details and a payment method set up. Without this information, the settlement for an affiliate will be skipped.
For more information about Billing details and Payment methods, see their respective articles.
Paying affiliates up to a certain date
If you would like to pay affiliates only up to a certain date, you can do so by specifying the date at the top left.
When the date is filtered, open balances of all affiliates are filtered only up to this date. This means that only conversions that happen on or before this date will move to the settlement.
Keep in mind that payments to affiliates are currently not automated - to pay out your affiliates, you'd still need to handle the payments or upload the settlement file/s to your payment service in bulk.
The list of settled balance shows you all the settlements that were created.
Download the settlement
You are able to download all information about the settlement via the "Export" button in the detail of the settlement.
The "Export PayPal" button exports all records of settlements that have the Paypal payment method. This export is done to the specific format that PayPal requires for PayPal Mass Payments.
Detail of settlement
The detail of the settlement contains information about the created settlement and a list of all affiliates with their settled balances, their selected payment method, and their billing details.
The detail of the settlement is opened by clicking on a row of the settlement in the table.
Details of the payment method and billing details can be shown by clicking the eye icons in the detail of the settlement.
Delete of a record from a settlement
An individual record can be deleted from a settlement by using the trash bin icon in detail of the settlement.