When the partner sends an invoice.
An agency is not a regular customer. It buys nothing from you, it wants no voucher, and at the end of the month it needs paper its accounts department accepts. The difference to an end customer is not the technology but what comes afterwards: an invoice, VAT, and a receipt that holds the two together.
From the request to the transfer.
The shop produces the record; the transfer happens outside, in the process you already have.
Why the net setting matters.
Without it your receipt and the agency's invoice talk about two different figures, and that shows up at the latest during reconciliation.
Without the net calculation
The receipt says €500.00. The agency reads that as a net fee and invoices €595.00. You budgeted 500 and pay 595.
With the net calculation
The redeemed amount is calculated as a net figure. The receipt says €420.17 net, the invoice reads 420.17 plus 79.83 VAT, making 500.00. Both sides mean the same number.
The setting applies to partners from Germany with a stored VAT identification number. The receipt itself stays a payout record without a tax statement in both cases; the invoice comes from the partner. Settle the case once with your tax advisor before the first agency invoices you.
When your ERP should see the process.
A PDF in a folder is enough for many. Anyone who wants the payout in the ERP switches the order on as well.
- A real order by the partner per redemption, with a pseudo product as the line item.
- Separate tax rates for end customers and retailers, so the entry lands on the right side.
- A tag of its own plus its own shipping and payment method, so your integration can tell these orders apart from real goods orders.
€168.40€121.90€129.87Every item stays traceable, months later too. That is exactly what the accounts department needs when it checks an invoice.
Common questions
Is the payout receipt an invoice?
No. The receipt is a record of the payout, it shows no tax. It carries a consecutive number from a real number range and shows which orders make it up with which partial amounts. The invoice comes from the partner, the same as it would with any other client.
How do the partner invoice and my receipt match up?
Through the net calculation. For partners from Germany with a VAT identification number the redeemed amount can be calculated as a net figure. Then your receipt shows the net amount that the partner states as the service on their invoice and tops up with VAT.
Does my warehouse system get to see the process?
On request, yes. Every redemption can produce a real order by the partner, with a pseudo product as the line item, separate tax rates for end customers and retailers, a tag of its own and its own shipping and payment method. An ERP then picks the process up just like any other order.
Can a partner be a customer without buying from me?
Yes. You create partners in the administration, optionally partner and customer account in one go. An agency that never orders from you is thus a normal partner with an account that serves only the settlement.
How often can an agency settle up?
As often as you allow payouts. There are five tiered amounts, out of the box 10, 25, 50, 100 and 250 euros, or the whole balance in one go. A freely typed amount in between does not exist for payouts, only for the voucher. A minimum amount prevents tiny payouts.
What happens with a cancellation after the payout?
The commission is booked back with a negative entry, but the plugin does not reclaim money already paid out. The partner's balance slips into the negative and is settled against the next commission. With agencies and their large single amounts it is therefore worth setting the minimum age for orders more generously than the 14 days from the basic setting.
Can I see which orders are in a payout?
Yes, in the receipt and in the administration. The Payouts section shows every request with the status Open, Paid out or Cancelled, plus the bank details and the orders the amount is made up of. Every item stays traceable, months later too.
Other ways to turn customers into partners.
A sales network
Partners recruit partners, and whoever recruited them earns too. The add-on for structures.
Read on → A rep without a customer accountField sales and trade
Partners who buy nothing themselves: created by you, rewarded per order.
Read on → Receipt 50002Payout and accounting
A number range, a PDF receipt and, on request, a real order for the warehouse system.
Read on →Business partners settle up differently from regular customers.
In the demo shop you can see the receipt and the payout overview in the administration.