At a Glance: This article explains how to enable auto invoice generation at both the global and affiliate levels. You will learn how to configure settings to automatically generate invoices, as well as set up specific invoice generation for individual affiliates.
Introduction
Auto invoice generation simplifies the process of managing invoices for affiliates. This feature allows you to automatically generate invoices on a global level or tailor them to specific affiliates. By setting the configuration correctly, you can save time and ensure timely invoicing for all transactions.
Global Level Auto Invoice Generation
Step 1: Enable Auto Invoice Generation
Log into your dashboard and navigate to the Configuration section. Under Invoice Configuration click on Auto Generate Invoice section, toggle the option to Auto Generate Invoice.
💡 Tip: Enabling this option allows the system to automatically generate invoices at the set frequency and date without requiring manual intervention.
Step 2: Set Frequency and Date
Choose the frequency (e.g., Monthly, Weekly) and specify the date of the month on which the invoice should be generated. For example, set it to Day 2 for monthly invoicing.
💡 Tip: Setting an appropriate date is crucial to ensure invoices are generated on time according to your payment cycle.
Step 3: Configure Invoice Settings
Set the Minimum Amount threshold to define the earnings level required for invoice generation. For example, entering USD 100 ensures that only significant invoices are generated.
Next, select the appropriate currency (e.g., USD or INR) and enter the Invoice Email address where the generated invoices will be sent.
Step 4: Submit the Settings
After configuring all the fields, click Submit to save your settings and activate automated invoice generation.
Affiliate-Specific Auto Invoice Setting
Step 1: Access Affiliate Settings and Click on Add Settings
Navigate to the Affiliate Specific Invoice Settings tab to configure auto-invoicing for specific affiliates and click on Add Setting Option.
Step 2: Configure Affiliate-Specific Invoice Settings
From the dropdown, select the Affiliate you want to configure invoice generation for. Set the Status (e.g., Active), define the Minimum Amount, choose the Frequency (e.g., Weekly) for invoice generation, and select the Currency to be used for the affiliate’s invoices.
💡 Tip: Customizing settings for individual affiliates ensures greater flexibility, allowing invoices to be generated only under specific conditions.
Step 3: Save Settings for Affiliate
Once all the fields are filled out, click Submit to save the affiliate-specific auto invoice settings. This will reflect under affiliate specific invoice settings, where you can review and manage them as needed.
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