Paying affiliates

Each Affiliate account has a Payouts card (when Affiliate rewards are on). MoveBoard records what you paid; the money itself is paid outside MoveBoard (a check, Zelle, ACH, cash).

What you owe

The Payouts card shows:

• Owed now: earned rewards not paid yet.
• Earned this month, Pending (moves not earned yet) and Paid this year.
• Every move with its reward: the move, the customer, the move date, the base (the estimate or final total it was taken from), the reward and its status — Pending, Earned or Paid.

Record a payment

1. 1Open the affiliate's account and find the Payouts card.
2. 2Optional: tick the moves this payment is for. Without ticks it covers the oldest earned rewards first.
3. 3Press Record payment.
4. 4Check the Amount (it is filled with what is owed, or the ticked moves), the Date paid, How it was paid (check, Zelle, ACH, cash or other), a Reference (check number) and a Note.
5. 5Press Record.

The moves it covers turn Paid. If you paid more than is owed, the rest is kept as paid ahead and covers the next earned rewards. A minus line (a move cancelled after it was paid out) is taken off the next payment.

Recorded a payment by mistake? Press Take back beside it. It stays in the list, crossed out, and the moves it covered are owed again.

Statements

At the bottom of the Payouts card:

1. 1Pick the month.
2. 2Print / PDF opens the statement: what was owed at the start, the rewards earned and the payments made in the month, and what is owed at the end. Print it or save it as a PDF. It also has Download CSV.
3. 3Email statement opens a ready email to the affiliate with the statement under your message. It goes from the account's Messages and is kept there.

All affiliates at once

Reports › Affiliate payouts lists every affiliate for a period, with what they earned, what you paid and what you owe at the period's end, and downloads as a CSV.

You need Record affiliate payments to record or take back payments, and Manage affiliates and rewards to see the report.