The account settings section enables simple and quick customization of all your invoice and payout settings through the account panel.
The Settings section allows you to customize the invoice and payout settings, connect and configure the payment systems, and set the payout thresholds.
To access the settings, go to the Account > Settings section.
Invoice Settings
The “Invoice Settings” tab allows you to customize the information displayed in client invoices and Publisher payouts.
To edit the payout information, fill in the following fields:
The “Invoice Information” block allows you to configure delivery settings for the invoices to be sent. Fill in the following fields:
- Payee Name: Enter the full name of the payee.
- Sender Email: Enter the email address for the payout to be sent to.
- Address: Enter the billing address.
- Bank: Enter the name of the receiving bank.
The “Schedule Settings” block allows you to configure the invoice sending schedule. Fill in the following fields:
- Auto-Generate: Select the option (Enabled, Disabled).
- Enabled: Select this option to enable the automatically generated invoices pulled directly from the system’s component.
- Disabled: Select this option to generate the invoices manually only.
- Generate On: Select the preferable day of the week for the invoices to be generated.
- Send overdue notifications on: Select the day when overdue notifications are sent to campaign clients (Off, Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday).
- Semimonthly Days: Enter the days of the month for the invoices to be generated using a comma. Example: 1, 16 (the invoice will be generated on the 1st and 16th of each month).
- Auto Processing: Enable to automatically deduct funds from the account for the client’s invoice payment. Note: It is required to set payment data in the “Invoice Processing” tab for automatic fund deduction.
The “Format Settings” block allows you to configure the invoice format. Fill in the following fields:
- Add payment links: Enable to insert the payment links of all the active payment systems into the client invoices.
- Invoice Prefix: Enter the text to be displayed as a prefix in an invoice.
- Invoice For: Enter the component or service the client is invoiced for.
- Subject text: Enter the text to be displayed as the subject of the email. If left blank, it will show the Company name and the Invoice number.
- Header Text: Enter the text to be displayed at the beginning of the email.
- Invoice Copy Recipients: Enter the list of emails to receive a copy of the invoice. Invoices are sent to default recipients based on the Accounting Settings of each Customer/Buyer.
Click the “Save” button to complete.
To view the invoice document example, click the “Show Invoice Example” button.
Partner Payouts
The “Partner Payouts” tab allows you to manage the general details and recipients of the partner payouts.
To edit the partner payout settings, fill in the following fields:
The “Payout Schedule Settings” block allows you to configure the payout schedule. Fill in the following fields:
- Auto-Process: Select the option (Enabled, Disabled).
- Enabled: Select this option to enable the automatically generated payouts pulled directly from the system’s component.
- Disabled: Select this option to generate the payouts manually only.
- Start On: Select the preferable day of the week for the automated payouts. Select the "Monthly" option to generate an invoice every first day of the month.
- Hold Starting: Select the specific day of the week for the hold to start.
- Semimonthly Days: Enter the days of the month for the invoices to be generated using a comma. Example: 1, 16 (the invoice will be generated on the 1st and 16th of each month).
The “Format Settings” block allows you to configure the invoice format. Fill in the following fields:
- Default PDF Template: Select the default template option for Publisher payouts.
- Header Text: Enter the text to be displayed at the beginning of the email.
- Extra Recipients: Enter the list of emails to receive a copy of the invoice. Each email should be entered on a new line.
- Updated settings recipients: Enter the list of emails to receive mail when the partner updates payment settings. Each email should be entered on a new line.
Click the “Save” button to complete.
Payment Thresholds
The “Payment Thresholds” tab allows you to set the minimum amount bar for the payout processing according to each payment service. To set the payment threshold, select the payment service and fill in the minimum amount in the corresponding field.
Click the “Save” button to complete.
Payment Methods
The “Payment Methods” tab allows you to view and configure your payment processing platforms for the invoice. The "Payment Methods" tab is divided into sections: "Customer Payment Methods" and "Partner Payment Methods".
The payment methods list contains the following information:
- Name: The name of the payment method.
- Status: The availability status (Enabled / Disabled).
To login into the platform or edit the information, click the “Configure” button in the “Actions” column, and fill in the required information in the pop-up window accordingly.
Note: The fields in the pop-up window will differ for each payment method.
Click the “Save” button to complete.