The Payments feature in Swaarm lets you create and manage payment records for your publishers - tracking what's owed, what's been approved, and what's been paid. You can use it purely as a payment management and logging tool regardless of how you actually pay your publishers.

ℹ️ If you use Tipalti, you can also send payments directly from Swaarm semi-automatically.

If you pay publishers via PayPal, Payoneer, bank transfer, or any other method, you can still use Swaarm to create and manage payment records - you'll just process the actual payment outside of Swaarm. Payments can be created by your team or requested by publishers via the Partner Platform.

Tipalti setup (optional)

If you use Tipalti to pay publishers, add your API key to enable sending payments directly from Swaarm:

Go to Organization → Settings → Payment
Enter your Tipalti API key
Click Save

ℹ️ If you don't use Tipalti, skip this step - you can still create and manage payment records in Swaarm and process payments outside the platform.

Creating payments

Go to Publishers → Payments tab → + Create Payment

Single publisher

Select the Single Publisher tab
Select the Publisher
Select the Billing Period
ℹ️ Dates with coloured underlines represent the status of already billed periods
Enter the Amount manually, or click Calculate to pull the publisher's cost from Swaarm automatically
Add a Publisher Note (visible to the publisher) and/or an Internal Note (not shared with the publisher)
Click Save

All publishers at once

Select the All Publishers tab
Select the Billing Period
Set threshold
ℹ️ Payment will not be created to the publisher whose costs are lower than set value
Skip Already Billed Periods - select to avoid created duplicated payment
Click Save - a payment is created for each publisher
Review and adjust individual amounts if needed

Payment statuses

Status	What it means
Open	Payment has been created - awaiting review
Approved	Reviewed and approved by an Admin or Adops user - ready to send
Submitted	Sent to Tipalti - awaiting Tipalti approval
Paid	Approved in Tipalti - payment issued to the publisher ℹ️ Could be selected manually, if you use other payment methods
Declined	Declined in Tipalti

Managing payments

Approving a payment

After a payment is created, an Admin or Adops user must review and change the status to Approved before it can be sent.

Sending to Tipalti (optional)

If you use Tipalti and the payment is Approved and the publisher has completed their Tipalti signup:

Find the payment in the Payments tab
Click Send to Tipalti. This is only valid for Approved Tipalti payments where the Publisher has completed the signup
The status changes to Submitted
Log in to Tipalti to approve or decline the payment - all sent payments will be listed in Tipalti
Once approved in Tipalti, the status in Swaarm updates to Paid.
If you choose to Decline the payment in Tipalti the status will change to Denied in Swaarm

ℹ️ If you don't use Tipalti, manually update the payment status to Paid once you've processed the payment outside Swaarm.

ℹ️ These statuses are also reflected in the Partner Platform.

How to Create a Publisher Referral Payment

If you are using the Publisher Referral feature, then you can create payments based on the commission level.

Go to the Publishers Overview page
Click on the Referrals tab
Click on the Logs tab
Filter by time Period or Publisher
Select + Create Payment on the row you want to pay commission

This will then take you to the Payments tab and the Create Payment box will be filled out with all the necessary details. The internal note will also include a timestamp for the commission period and a comment that it is for a "Referral Payment".