In this article, we will discuss:

We have also included a short FAQ section at the end of this article.

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The function of the Payments is simple - it gathers all of your affiliates approved commissions (balance), and provides an easy way to fetch the .CSV file you'll need to carry out your affiliate payouts.

Here you can see all amounts due up-front, check out your past payments files, and more importantly, fetch the .CSV files needed to conduct your payouts with your chosen payout provider.

In the sections below, we'll go over key parts and processes that help you better understand how to use the Payments page and make the most of it.

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Paying out affiliates consists of a two-step process:

When you're ready to payout your affiliates, you will do so by settling their balances.

You can do so by clicking on the "Settle All Balances" button:

This will make a window pop open, in which you can define the minimum payment amount (if you wish to do so).

You can also hover over the affiliate bubbles to see the amounts payable per affiliate, and use the toggle to to include any affiliates who have not set their payout method.

When you're done, click on the blue button inside the window.

This will immediately download the .CSV payment file and move all of the "settled" payments to the Past Payments section.

If you'd like to pay out a specific affiliate, you may click on the "Settle balance" button next to the affiliate.

This will open a window where you can indicate the amount to settle for and download the .CSV payment file you'll need in the next step.

The "settled" payment will be moved to the Past Payments section.

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The next step towards completing the payout process is to upload your CSV file to your payment processor.

Keep in mind that payments to affiliates are not automated and do not take place in Tapfiliate. The payment process must be completed within your chosen payment processor, so that your affiliate receives their payment.

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After you have settled your affiliates' balances, these are placed in your Past Payments page.

Here you will find a list of past payments and details.

Here you may retrieve the payment again. If you click on the drop down arrow on the far-right of the payment, you can also see how much each affiliate included in the file was paid, as well as the option to cancel the payment.

If a Payment is canceled, the amount will be returned to the affiliate's outstanding balance.

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If you have a developer and would like to automate your payment process, this is possible via the REST API.

There are the REST API endpoints you'll need to automate payments:

If you don't have an in-house developer to help set this up, we've prepared a guide to help you locate one.

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Yes, if you'd like to pay out commissions generated up to a certain date, you may do so by using the "Up to" filter next to the "Settle all balances" button.

When a date is defined, only the commissions that took place on or before the date will appear eligible for payment.

After you have set your cut-off date, you may proceed to Settle your affiliate balance(s) and download your .CSV file.

The .CSV file contains information regarding the affiliate's payable amounts and payout details (if they have provided that information beforehand).

Affiliate balances are calculated as follows:

To see how this calculation is reached, you can hover over an affiliate's current balance while on this page.

You may cancel a payment on your Past Payments section.

Here you can click on the drop-down arrow of a Payment and see the payments included in a specific file. Here you will also see the option to cancel the payment.

When a payment is canceled, the amount will be immediately forwarded to the affiliate's outstanding balance.

Balances are calculated as follows:

This means that if there are changes in commissions that have already been paid out, the change will become reflected in the affiliate's current balance.

To illustrate, we've prepared the example below:

Note: An affiliate's balance will be set back only if they've already been paid out the commission for the conversion that's being disapproved.