Managing payments for a self-managed program

The Payments page brings together every commission payment owed to your affiliates for the selected program. On a self-managed program, you pay your affiliates directly: this page lets you manage and track your payments, from the validated commission to the transfer.

Open the Payments page

In the left-hand menu, open Payments. The header recaps the current program and its payment threshold (the minimum amount an affiliate must reach before being paid), editable with a click on the pencil. If you manage several programs, switch between them with the selector at the top right.

The page reads in three parts: the status cards (one amount per status, click to filter the table), the Statistics section (charts), then the payments table.

Why we group your commissions

Every sale or lead brought by an affiliate creates a small commission. Rather than paying each one separately, Affilae adds them up into a single earning per affiliate, which you invoice then pay in one go.

This avoids a flurry of micro-transfers, reduces bank fees and keeps your accounting simple. That is the whole point of this page: track these grouped earnings, then pay them cleanly.

A payment’s journey

On a self-managed program, a payment goes through three steps. Each payment carries a status; hover over it in the app to read its explanation.

• Validated commission Commission confirmed by tracking. No payout request has been created for this commission yet.
• Payment processing The transfer to the affiliate is in flight, waiting for confirmation that the funds have been received.
• Payment confirmed The affiliate has received the funds. Payment complete.

Some statuses flag a point that needs attention and only appear when a payment reaches them:

• Payment failed The bank transfer failed (invalid banking info, bank rejection, etc.). Retryable once the cause is fixed.
• Payment blocked Payout held by Affilae for review (fraud suspicion or compliance). Human review is required.
• Payment disputed Payment contested by the advertiser or affiliate. The journey is paused until the dispute is resolved.
• Payment refused Payment rejected. This status is terminal and cannot be undone.

The “To process” requests, your history to confirm

On a self-managed program, one extra status exists: To process. It gathers the payment requests created before the Payments page was updated. Since Affilae does not make the transfers on these programs, the platform cannot know whether your affiliate has already been paid: many of these payouts were made outside the platform, sometimes a long time ago. So these requests are waiting for your confirmation.

Here is what your old statuses became on a self-managed program:

It is up to you to act. For each “To process” request, state what actually happened by moving it to one of these three statuses:

• Payment confirmed, if you have already paid the affiliate.
• Payment processing, if the transfer has been sent but is not confirmed yet.
• Payment refused, if this payment should not happen. This status cannot be undone.

You do not have to handle them one by one: tick several rows, then use Edit status to update them all in a single bulk action (see “Record the transfer” below).

These requests do not distort your figures: they are counted in no indicator (status card amounts, charts in the Statistics section) and they are hidden from the table by default. You have two ways to reveal them:

• The blue banner at the top of the Payments page. It states how many payment requests are waiting to be processed and offers a button that reveals them in the table. The banner only appears when such requests actually exist, and it does not appear while you are already viewing them.
• The status filter on the table, set to To process.

On the affiliate side, these same requests carry the status Payment to confirm, and your affiliates also get a banner inviting them to review these requests. Since 4 August, affiliates can confirm the payouts they actually received themselves, using a bulk action. If they received nothing, you are the one they must contact, not Affilae, which has no visibility over these direct payments. So expect a few questions from your affiliates about these past payments; clearing them quickly saves you those exchanges.

Read the payments table

Each row is a payment for the program. A row without an identifier is a commission still in Validated commission, not yet added to a payout request; a row with an identifier is a payout request being processed.

You filter the list by date, affiliate, group, status, type or currency, and sort by amount or date. Click a status card to instantly filter the table on that status.

Create the payout request

A validated commission must be added to a payout request to start its payment. Use the invoicing button at the top of the page, or the action on the relevant row: Affilae then creates the payout request, generates the invoice between you and the affiliate, assigns an identifier to the row and moves the payment to Payment processing.

Record the transfer

Once your affiliate has been paid, update the payment to keep a clear record. Tick one or more rows, then in the action bar choose Edit status.

• The offered transitions depend on the current status of the selected payments.
• Commissions not yet added to a payout request cannot change status: create the payout request first.
• Setting a payment to Payment refused is irreversible: a refused payment cannot be restored.

Download and export

The invoice is a document issued between you (the advertiser) and your affiliate. You can find and export it from the page:

• Download invoices (header menu): combines all paid invoices into a single PDF.
• Export CSV: exports the filtered list for your accounting or analysis.

Attach your own invoice

On a payout request, you can add your own invoice (a PDF file), for example if your accounting requires your own template. Use the Add custom invoice action on the relevant row; you can delete it at any time.

Track your payments effectively

• Clear your “To process” requests first: reveal them with the button in the blue banner, then confirm them in a single bulk action. Your affiliates get an accurate history, and you stop getting questions about it.
• Click a status card to instantly filter the table.
• Watch the attention statuses (Payment failed, Payment blocked, Payment disputed): these are what delay your affiliates’ payments.
• Adjust the payment threshold to your affiliates: too high delays their transfers, too low multiplies small invoices.

Related articles

• Configuring commission rules
• Editing a publisher’s commission group
• Paying your affiliates: where to start