During setup, you may have established a payment method such as PayPal Payouts or Payment Rails.
You can also choose to make a gift card payment via email, or simply mark an Affiliate as Paid within Refersion if you’ve paid them via wire transfer, check, Venmo, or other manual payment method. Marking these affiliates as paid will ensure your reporting is accurate.
PayPal Payouts, Payment Rails & Gift Card Payments
Note: When making one-time or cumulative payouts of $1,000 or more within a 24-hour period via Paypal Payouts or Payment Rails, we will ask you to confirm your identity via Two-Factor Authentication.
1. Go to Payments > Approve Payments
2. Enter the Name/ID or Offer you’d like to pay out to. To display more search options, click Show Advanced Filtering (filter by the minimum amount owned, PayPal email, or conversion date range).
Note: You’ll see a PayPal logo displayed by affiliates who have provided their email for PayPal payment. Affiliates can add an email anytime from the Affiliate Dashboard, or, you can add it from Manage > Affiliates > (select Affiliate) > Offer & Payment.
Note: For Affiliates with multiple conversions, all conversions will be grouped within that record.
3. Select an Affiliate(s) record for payment, or check the box at the top to Select All.
Note: You can click on See conversions to view the specific order details.
4. Click Process Bulk Payments.
Note: The payment option you select on the following page will apply to all affiliates you’ve selected here.
5. Select your Payment Option, and follow the appropriate steps below:
Pay via PayPal Payouts
Click Send via PayPal Payouts or Send via PayPal Mass Payments (if you have Mass Payments enabled).
Affiliates will receive a notification via PayPal, and the affiliate will be marked as Paid in Refersion (see the new record on your Payment Status list).
Find out how to enable PayPal Payouts.
Pay via Payment Rails
Click Send via Payment Rails.
Note: Only Affiliates who’ve completed their Payment Rails profile will be eligible for this payment method.
You will see a processing status update for that Payment ID. Authorized users will receive an email from Payment Rails with a link to approve the payment.
Find out how to enable Payment Rails payments.
Note: If you would like to add an additional layer of approval (for larger payments or multiple user roles), you can set it up via your Payment Rails account:
From Payment Rails, go to Settings > Team > Approval Process. You can customize your approval workflow from there for all future payments.
When the authorized user approves the payment, the status of your payment inside Refersion will change to Completed.
Pay via Gift Card
- Click Send Gift Card.
- Enter a gift card code (created form your ecommerce platform).
- Click Process Payments and Email Gift Codes.
Learn how to customize your outgoing email.
Once sent, your affiliate(s) will be marked as Paid.
Pay Manually (outside of Refersion)
To pay an affiliate directly (via check, cash, donation, etc.), but keep your reporting accurate, you’ll need manually mark them as Paid:
Click Complete Payment Manually.
On the Payment Status page, the status should be Completed.
As long as their payment email is on in Refersion, affiliate(s) will also receive an email confirming the transaction.