Running End-of-Month Payouts

The Three-Step Payout Process

The Payouts page manages the end-of-month payment process. It defaults to the previous month so you can action payouts at the start of each new month.

1. Generate — Click "Generate Payouts" to snapshot each influencer's conversion count and calculate their total payout. This creates a record for every influencer. You can only generate once per month — regenerate is blocked once records exist.
2. Approve — Review the amounts and click "Approve" on each payout (or use "Approve All"). This signals the amounts are checked and ready for payment. If a Finance Email is configured in Settings, an invoice is automatically emailed at this point.
3. Mark Paid — Once payment is made, click "Mark Paid" and optionally add a payment reference number. Paid payouts are locked and cannot be deleted.

Minimum Payout Threshold & Deferred Balances

If a minimum payout threshold is set in Settings, any influencer whose earned amount (including any previously accumulated balance) falls below that threshold will not receive a payout for that month. Their balance rolls over and accumulates until the threshold is met.

Deferred influencers appear in a separate section at the bottom of the Payouts page.

Exporting

Use the Export CSV button to download a spreadsheet of all payouts for the selected month, ready for payroll or accounting.