The Payment Details page allows you to enter, search, and export affiliate payment information.
To use the Payment Details page, you need to know the following:
- How to Enter Payment Details
- Search Criteria
- Search Results
How to Enter Payment Details
The Payment Details page allows you to add the affiliate's payment information. To configure the payment information, do the following:
1. In the Tax ID/VAT/SSN field, enter the affiliate's tax ID, the affiliate's value added tax (VAT) number, or the affiliates social security number (SSN).
2. In the Date Tax Docs Received field, enter the date you received the affiliate's tax documentation.
3. If you want to fill out an electronic copy of the W-9 form, select Manage Tax Document.
*Note: You can save the W-9 form as the primary tax document at the bottom the page.
1. Under Make Payment To, choose who to make the payment to by selecting Company or Contact.
2. Under Payment Method, choose how to make the payment by selecting the appropriate payment option.
3. If you selected Direct Deposit (ACH), do the following:
- In the Bank Name field, enter the bank name.
- In the Bank Address field, enter the bank address.
- In the Account Name field, enter the name on the account.
- In the Account Number field, enter the account number.
- In the Routing Number field, enter the bank routing number.
4. If you selected EntroPay, enter the affiliate's email address in the Payment Email field.
5. If you selected PayPal, enter the affiliate's email address in the PayPal Email field.
6. If you selected PayQuicker, enter the affiliate's email address in the Payment Email field.
7. If you selected Wire Transfer, do the following:
- In the Bank Name field, enter the bank name.
- In the Bank Address field, enter the bank address.
- In the Account Name field, enter the name on the account.
- In the Account Number field, enter the account number.
- In the Routing Number field, enter the bank routing number.
- In the Swift Code field, enter the swift code.
8. In the Payment Terms field, select the affiliate's payment terms.
9. Save your settings by selecting Update.
Search Criteria
You can search for affiliate payments either by the date the payments were posted or by the affiliate.
Date Posted Range:
In the Date Posted Range drop-down field, you can select from the following date ranges to search by:
- Yesterday
- Last seven days
- Current month
- Last month
- Year to date
- Custom
Search Results:
After you search for you specific payment information, the results are displayed showing the following information:
- Total commission
- Total adjustment
- Total fees
- Total payment
- Table listing detailed information
The search results table provides the following information:
- Payment ID
- Commission
- Adjustment
- Fees
- Total payment
- Reference ID
- Payment method
- Partner payment notes
- Date the payment was posted
- Date the payment was entered
- Name of the person who entered the payment information
From the Results table, you can do the following:
- Edit a payment by selecting the Blue Gear Icon
- Delete an affiliate's payment by selecting the Blue Trash Icon.
- Sort table information by column information by selecting the three lines next to the column header.
*Note: The three lines change to a triangle after they are selected.
By default, 25 records are displayed at a time. You can also export your search results to a CSV document.
Search for Payment Information
To search for payment information, do the following:
1. In the Date Posted drop-down field, select the appropriate option.
2. In the From field, do one of the following:
- Enter the beginning date using the mm/dd/yyyy format.
- Select the Calendar to browse to the date.
3. In the To field, do one of the following:
- Enter the ending date using the mm/dd/yyyy format.
- Select the Calendar to browse to the date.
4. Select View Payments.
Export Payment Information
To export for payment information, do the following:
1. At the top right Results table, select Export Results.
2. In the Opening Payment Log dialog, make sure Save File is marked.
3. Select OK.
Allow your payment log to download to your computer.
You can request a demo to see LinkTrust up close and experience how it can help you, or start your free 14-day trial now.
Need help with this feature or have questions? You can contact our support team at support@linktrust.com