Now you can easily generate an invoice for your publishers based on the data accumulated on the platform. The invoice generation function allows you to raise an invoice either Campaign Wise or Day wise.
Go through the below steps for a brief description of how you can generate and manage the invoices for your publishers.
How to generate invoices?
You will be able to manage all your invoices that are generated or marked as paid for your publishers from this one single page.
Go to Invoices > Publishers.
Action Button includes it all for you.
1. New Invoice: Generate new invoices for your publishers from here.
2. Transactions: Check and Manage all the previous transactions from this section.
3. Payments: All the payments recorded till now from the publishers will be seen in this section.
CAUTION: You cannot mark the invoice as unpaid, once it is marked as paid.
You will get the option to choose the publisher, Type of the invoice, and Date Range for which you want to generate the invoice.
You also have the option to change the Currency for the Invoice. Based on your custom Exchange Rates you can select the values and the system will automatically generate the calculated data for you.
You can add the optional Notes, MEMO, Email ID's in the invoice if you want from the last section, as shown in the above screenshot.
Once the details are ready and filled hit the CREATE INVOICE button.
Now you have the option to raise Publisher's invoice for the conversions which are marked as approved later on.
We now offer the option to generate invoices based on referral amount only. In case a publisher A has reffered publisher B and now only publisher B is getting conversions. So one will give publisher A only the referral amount and can generate an invoice for the same.
Now you can choose whether you want to raise the publisher's invoice based on the Approval date of the conversions or the created date of the conversions.
Simply follow the steps as shown in the below image:
Customize >> Invoices >> Generate Invoice Based on.
In case of any issue mail us at email@example.com