Partner Payouts
The Payout section is where you approve or deny partner payouts. When a customer signs up through a referral link, the payout and commission are recorded automatically and appear under Payout - Pending on the 1st of the following month (or per your payout terms). Open it from the Affiliate Manager dropdown.
The flow is: review Pending → Approve for Payout → export the CSV and pay through your gateway → mark Paid.
Submit Feedback
Report issues or suggest improvements to the CRM team.
Date Range
Filter payouts to a specific payout month.
Export
Export downloads the payout details as a CSV. Upload the file of approved partners to your payment gateway to complete the manual payment.
Search Bar
Find a specific partner by name.
Pending Payouts
All generated payouts land on the Pending tab, organized by month.
Affiliate Name — every partner eligible for a payout.
Email — the partner’s email, which receives their unique affiliate ID.
Campaign — the campaigns the partner is associated with.
Payout Month — the month and year the payout is attributed to.
Amount — the pending commission.
Review each payout and click Approve for Payout for eligible partners; approved payouts move to the Approved for Payout tab.
The three-dot menu next to each partner shows their past commissions or denies the current payout.
Approved for Payout
Approved payouts wait here until you pay them. Export the file of partner details and amounts, and process the payments through your payment gateway.
Affiliate Name — every partner with an approved payout.
Email — the partner’s email.
Campaign — the associated campaigns.
Payout Month — the month and year the payout is attributed to.
Amount — the commission owed.
Due Date — the deadline for payment.
Click Pay to pay a partner; a confirmation modal shows the transaction details before processing.
Payments run through your connected payment gateway — Stripe, NMI, Authorize.net, or PayPal.
After paying through your gateway, mark the payout Paid in the Affiliate Manager. Reporting for the partner and campaign stays accurate only if statuses are kept up to date.
Paid Payouts
The Paid tab lists every partner who has received their payout, with transaction dates. Paid is final — a paid payout cannot be reverted to a previous status.
Affiliate Name — every partner who has been paid.
Email — the partner’s email.
Campaign — the associated campaigns.
Payout Month — the month and year the payout is attributed to.
Date Paid — when the payment completed.
Amount — the commission paid.
The three-dot menu shows the partner’s past commissions.
Denied Payouts
Payouts denied at the Pending or Approved for Payout stage land here, where the partner can see the details.
Affiliate Name — every partner whose payout was denied.
Email — the partner’s email.
Campaign — the associated campaigns.
Payout Month — the month and year the payout is attributed to.
Amount — the denied commission.
The three-dot menu shows past commissions or moves the payout back to Pending for further review.
