# Upload Invoice and Supporting Documentation

\
Affiliates can attach invoices and supporting documentation to their payment requests. These documents can be verified by the operator during the payment approval process.

### Enable the option for affiliates to request a payment

To allow affiliates to request payments:

1. Go to **Settings** in the admin backoffice.
2. Enable **Payment can be requested by affiliate.**
3. Ensure that **Payment flow mode** is set to **Request-Approve-Pay** (this means all affiliate payment requests will require operator's approval).
4. Check the **Available payment methods** that affiliates can select from. If needed, update this list to include only the payment methods supported by your operation.
5. Click **Save.**

<figure><img src="/files/sO2TA3o2t8a8j1SV21Sg" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/jeOv6sfYcQwkhNeFodkO" alt=""><figcaption></figcaption></figure>

### How affiliate can make a payment request

Once the option to request payments is enabled, affiliates can request a payment for their open balance, whenever

* Affiliaete's open balance is above the threshold (if set).
* There is no other payment request in process.<br>

To make a payment request, the affiliate should:

1. Log in to their account and go to **Dashboard.**
2. Click **Request payment.**
3. A confirmation modal will appear. If wish to proceed, click **OK.**

* If the affiliate does not have payment method details defined, the request cannot be submitted. Affiliate will be redirected to the **Payment details** section. Once the payment method details are provided, they can return to the **Dashboard** and submit the payment request.

The new payment request will be logged and will appear in the operational back office for the operator to review, approve, or cancel.<br>

<figure><img src="/files/aiWizflvYSwkktoFtQ2i" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/TvG8dRWhY2u1cpLxHKFa" alt=""><figcaption></figcaption></figure>

### Uploading Invoices and Additional Documentation

Once a payment request is submitted, affiliates can upload one **invoice** and one **additional document,** supporting their request.

To upload documents, the affiliate should:

1. Go to **Payments**.
2. Navigate to the payment request in **Processing** status.
3. Click **Upload Documents**.

<figure><img src="/files/6WysiUmDgByOtsJI3hVZ" alt=""><figcaption></figcaption></figure>

4. A modal for documents upload will open with explanation on the requirements.\
   The supported formats are PDF or image, of maximum size 5 MB.\
   To upload documents, click '*Upload*'
5. Once ready, click OK to save the uploads.

<figure><img src="/files/58bepLo67SzvAdv3ABCn" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Once the uploaded documents are saved, they can not be deleted. \
New documents can't be uploaded for the same payment request.&#x20;
{% endhint %}

<figure><img src="/files/CO8WGyGMm8TymfAu0RsM" alt=""><figcaption></figcaption></figure>

6. To download and review the uploaded documents, click on the 'Download' icon.\ <br>

   <figure><img src="/files/gotmj4SaISFurf4En2Mn" alt=""><figcaption></figcaption></figure>

### Verify invoices (for Operator)

To review and verify invoices,

1. Go to *'Pending Approval*' screen
2. Click on 'View Invoice'. The uploaded document/s will be opened in a new tab and downloaded to your device. To complete this action, make sure that pop-ups are allowed in your browser.

<figure><img src="/files/58Eq9OszY71exmyJOo2R" alt=""><figcaption></figcaption></figure>

3. After verifying the documents, you can Cancel or Approve the payment request:<br>

* If you **Cancel** the payment request, **affiliate will be able to submit a new payment request and upload new documents.**
* If you **Approve** the payment request in the final approval step (*'Pending pyament'*), payment will be marked as completed.<br>

4. To view the uploaded invoices and documents for approved payments, go to the '*Completed Payments'* list.\ <br>

   <figure><img src="/files/3eSOXTked93t2ZxEVV1d" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.theaffiliateplatform.com/affiliate-platform/payments/upload-invoice-and-supporting-documentation.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.