Overview
Partner Pay is designed to simplify and secure the process of collecting and verifying publisher financial details before payouts. With automated verification, clear workflows, and full transparency, it ensures a smooth and reliable payout experience for both publishers and admins.
What is Partner Pay?
Partner Pay is a KYC (Know Your Customer) verification system that allows publishers to securely submit and verify their financial details before receiving payments.
Key Components
Bank Account Verification
PAN Verification
GST Verification (optional)
Partner Pay Features
Partner Pay includes several powerful features to streamline the verification process:
Publishers can submit KYC details (PAN, GST, Bank Account) through Partner Pay form
Admins can view, edit, re-verify, and override verification status
Email notification is sent to publishers after successful verification
Admins receive notifications with verification details
Publishers can edit and resubmit details if status is Pending or Rejected
Form automatically locks after successful verification
You can upload PDF agreements from Customize settings
Partner Pay menu is visible only when the publisher has invoices
Accessing Partner Pay
Go to Payments and then click on Partner Pay
Publishers can access Partner Pay under Payments (only if invoices exist)
Admins can view Partner Pay details from the publisher profile
Submitting KYC Details
Publishers need to fill in the following:
Basic Information
Legal Name (as per PAN)
Full Address
City, State, PIN Code
Country
Tax Information
PAN Number
GST Number (optional)
Bank Details
Account Number
IFSC Code
Bank Name
Branch
Agreement
View and accept the agreement (if uploaded by admin)
Once details are submitted, the system automatically verifies them using APIs.
Verification Checks
PAN Verification
Validity check
Fetch registered name
GST Verification
GSTIN validation
Fetch business name and linked PAN
Bank Verification
Account and IFSC validation
Fetch account holder name
Cross Verification Rules
GST PAN must match the submitted PAN
Bank account name is compared with PAN name using similarity matching
Verification Status
Condition | Status | Publisher View |
All checks pass, ≥70% match | ✅ Verified | Green banner, form locked |
All checks pass, 50–70% match | 🟡 Pending | Editable form |
<50% match or API failure | ❌ Rejected | Error shown |
Editing Rules
✅ Allowed when status is Pending or Rejected
❌ Not allowed when status is Verified
Contact admin for changes after verification
How can Admin view the Partner Pay?
Viewing Details
Go to publisher profile
Click View Details under Partner Pay
Information Available
Legal and address details
PAN and GST details
Bank details
Verification status and rejection reasons
Admin Actions
Edit
Modify any field
Status changes to Pending
Does not trigger verification
Re-verify
Runs verification again
Useful after edits or failures
Override Status
Admins can manually set:
✅ Verified
❌ Rejected (with reason)
🟡 Pending
Behavior:
Verified → eligible for payouts
Pending/Rejected → not eligible
Agreement Management
Admins can upload agreements for publishers.
Go to Customize → Partner Pay
Upload a PDF
Note:
File is securely stored
Publishers can view it as “View Agreement”
Uploading a new file replaces the old one
Notifications
Publisher Notification
Sent when verification is successful
Includes bank, PAN, and GST status
Uses template: Account Details Verify
Admin Notification
Real-time alert on successful verification
Includes link to publisher profile
Benefits of using Partner Pay
Secure onboarding of publisher payment details
Automated and accurate verification
Flexibility for admins to handle edge cases
Complete visibility through audit logs
Simplify KYC verification and ensure smooth payouts.
FAQs
Why is Partner Pay not visible?
Feature not enabled
No invoice exists for the publisher
What if name match is around 55%?
Check for small differences (like abbreviations)
Admin can approve manually
Can publishers resubmit details?
Yes, until status becomes Verified
What if bank verification fails?
Publisher sees a generic error
Admin can retry using Re-verify
How to update agreement PDF?
Go to Customize → Partner Pay
Upload a new file (old one is replaced)
Does admin edit trigger verification?
No
Admin must click Re-verify manually
We're thrilled to have put together a top-notch team of qualified experts who are available to handle any of your concerns and respond to any inquiries you may have. You can contact us at any time by sending an email to support@trackier.com or using the in-platform chat feature.
