Upload Invoice and Supporting Documentation

This section covers the process of uploading financial documentation and the verificaiton process done by Operator

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.

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.

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.

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.

1. 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'

2. Once ready, click OK to save the uploads.

Once the uploaded documents are saved, they can not be deleted. New documents can't be uploaded for the same payment request.

1. To download and review the uploaded documents, click on the 'Download' icon.

   

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.

1. After verifying the documents, you can Cancel or Approve the payment request:

• 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.

1. To view the uploaded invoices and documents for approved payments, go to the 'Completed Payments' list.