At a Glance: This article explains how to create, manage, and process invoices for affiliates on Affnook. It covers everything from generating new invoices, editing invoice details, marking invoices as paid, and viewing transaction logs.
Overview
Affnook provides a streamlined invoicing system to manage payments to affiliates. This article will guide you through the steps to create a new invoice, adjust invoice details, process payments via PayPal or Pagster, and track payment and transaction logs.
Creating New Invoice
Below-mentioned are the steps to create new invoice on the platform
Navigate to Create Invoice option
Navigate to the Invoice section under Manage and click on Create Invoice at the top right corner.
Fill up the details
A form will appear, where you need to enter the following details:
Affiliate: Select the affiliate for whom you are creating the invoice.
Date Range: Select the date range for the invoice.
Preference Type: By default, this is set to campaign-wise.
Currency: Choose the currency for the invoice.
Editing the Invoice Preview
Once the details are filled in, a Preview Invoice will be generated. Before finalizing the invoice, you can edit the below details if required.
Net Terms: Change the payment period if required.
Adjust Tax Rate: Modify the tax rate to match your needs.
Add Adjustments: Click on Add Adjustments, and enter the amount, quantity, and description. Click Add once complete.
Add Internal Notes: Include notes for internal reference only.
After making the necessary adjustments, click Generate Invoice.
Invoice Fields Overview
ID: The unique identifier for each invoice.
Affiliate: Select the affiliate for whom the invoice is being generated.
Status: Reflects the current state of the invoice (Draft, Approved, or Paid).
Amount: The system fetches the amount based on the selected date range.
Created On: The date when the invoice was created.
Date Range: The time period for which the invoice is being generated.
Actions: Options to proceed with payments, edit, or manage the invoice.
Note: Approved invoices can be reverted to Draft, but Paid invoices cannot have their status changed.
Managing Payment Status
Approving an Invoice
Once the invoice is generated, you can update its status from Draft to Approved from Actions.
Marking an Invoice as Paid
After completing a payment, go to the Actions dropdown and click Mark as Paid to update the invoice's status.
Tracking Transactions and Payments
Transaction Section
Once payments are marked as Paid, they will appear in the Transaction section. This log helps you track all the payments made to affiliates.
Payment Logs
All payments processed via PayPal or Pagster will be recorded in the Payment Logs, providing an audit trail for all transactions.
To learn more about the new Payment Method feature, you can navigate to this section here.
We are delighted to have assembled a world-class team of experienced professionals who are ready to take care of your queries and answer any questions you may have. Feel free to reach out to us at anytime by emailing us at [email protected] or by using the in-platform chat feature. We'd love to hear from you!
