Commission, Payouts, and Statements

Commission Rules

Each partner has their own rules, on their record:

• Commission percent: a percent of what each paid invoice brought in for recurring work (subscription lines, and Recurring or Usage products).
• Project commission percent: a percent for the rest of the invoice (project work).
• Commission months: how long commission is earned, from the referred client's first payment. Empty or 0 means for as long as the client stays.
• Flat amount on the first paid invoice: paid once per referral, when the client pays their first invoice.
• Flat amount per paid invoice: paid for each paid invoice in the commission window.

An Affiliate with no rules of their own uses the program's defaults from Partners Settings (10% for 6 months at first). A Partner earns only what is set on them: resellers and white-label partners usually earn their margin instead.

When Commission Is Earned

The commission check runs every day at 6 AM Pacific, and Run Check Now runs it at once (action partners.run). For each qualified referral linked to a CRM company:

• Commission is earned only on a payment that succeeded, for an invoice Billing has marked Paid. A partial payment earns its share once the invoice is paid.
• The base is what was received, less tax, split between recurring and project work in the invoice's proportions, each at its own percent.
• The commission window starts at the client's first payment. That first paid invoice must come within 90 days (a setting) of the referral, or the referral expires.
• A client marked Resold or White Label in CRM pays the partner, not you, and earns no referral commission.
• A partner who ended earns nothing on payments after the day they ended.
• Each payment is counted once, including payments and commissions you import from another system.

New commission is Pending. After 30 days (a setting) it is Cleared and can go into a payout.

When Commission Is Taken Back

When a payment fails or is refunded in Billing:

• commission not paid out yet is marked Reversed with the reason, and is not paid;
• commission already paid out gets a Reversal for the same amount, which comes off the partner's next payout.

A flat amount goes with its invoice: it is taken back when none of the invoice's payments succeeded any more. Turning down a referral takes back its commission that is not paid yet.

Payouts

Payouts are made on the 1st of each month (a setting), and Make Payouts makes them for any month (action partners.payouts.build):

• Each partner's cleared commission earned before the 1st, and not in a payout yet, goes into that month's payout: one payout per partner and month. There is no minimum.
• A balance at or below zero (after a reversal) waits for the next month.
• A payout already paid is never changed.

Pay the partner the way you agreed (a bank transfer, a check), then choose Mark Paid and add how it was paid and a reference (action partners.payout.paid). Its commission is marked Paid.

Monthly Statements

Each partner has a statement for every month, as a PDF (action partners.statement): what they earned and what was taken back that month, line by line by referral, what has been paid so far, what is earned but not yet paid, and the payout made on the 1st of the next month. Choose the month on the partner's page and Download Statement; the button says Preparing until the file is ready. The partner downloads the same statement from their own page.

A statement shows the partner's own terms and commission amounts only: never an invoice amount, a price, or anyone's contact details.