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Manually Adding Sales to a Partner

Add a sale to a partner by hand when the referral link wasn’t used — an online sale without partner attribution, or an offline sale you need to record for commission tracking.

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How to add a manual sale

  1. Find the unattributed sale in the Transactions section. For an offline sale, first create a manual invoice in Invoices & Estimates (enter the client’s name, item description, and amount, and record the payment).
How to Add Manual Sales in the Affiliate Manager
  1. In the Affiliate Manager, find the partner to credit.
How to Add Manual Sales in the Affiliate Manager (2)
  1. If the partner is inactive, mark them active from their actions menu.
How to Add Manual Sales in the Affiliate Manager (3)
  1. Click the add manual sales option.
How to Add Manual Sales in the Affiliate Manager (4)
  1. In the pop-up, select the customer by name or email (1), set the campaign the sale belongs to (2), and click next.
How to Add Manual Sales in the Affiliate Manager (5)
  1. Choose the transactions to record under the partner. The overview shows when each transaction was made and its source so you can confirm before completing.
How to Add Manual Sales in the Affiliate Manager (6)
Manual sales can also be added from Partner Highlights — click the partner’s name on the main page.
How to Add Manual Sales in the Affiliate Manager (7)
Manually added commissions show the product as “Manual Commission” in the Partner Highlights view.
How to Add Manual Sales in the Affiliate Manager (8)

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FAQ

The sale doesn’t show up under the partner. Check the customer’s email and the selected transaction; if it still doesn’t appear, wait a few minutes and refresh. Can one sale go to multiple partners? No — each sale is attributed to one partner. Pick whoever primarily facilitated it.