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Publisher Payments: Create Payments

How to create payments and pay your publishers all within Swaarm and send payments via Tipalti.

Updated over a year ago

Publisher Payments

In Swaarm you have the ability to create and manage payments for your publishers. Either you can create a payment for them or your publisher can request a payment in the Partner Platform. If you use Tipalti, a 3rd party payment service, you can have payments sent semi-automatically.

How to Create a Payment for a Single Publisher

  1. Go to Publishers Overview page

  2. Click the Payments Tab

  3. Click +Create Payment and a form will pop up

  4. Make sure you are on the Single Publisher Tab

  5. Select the Publisher

  6. Select the Time Period

    1. You can also select Last Month for convenience

    2. Dates are marked orange if the selected period was already billed or overlaps with an already existing payment.

  7. Either enter the amount or click Calculate to pull the publisher cost from Swaarm

  8. Add any Publisher Notes (shared with publisher) like the payment period or any Internal Notes (not shared with publisher)

  9. Click Save

  10. A Payment will now be created for that single publisher

How to Create a Payment for All Publishers

  1. Go to Publishers Overview page

  2. Click the Payments Tab

  3. Click +Create Payment and a form will pop up

  4. Make sure you are on the All Publishers Tab

  5. Select the Time Period

    1. You can also select Last Month for convenience

  6. Set your Threshold for payments that will not be created for publishers that are owed less than the given threshold

    1. For example, if you put $10, then any publisher that generated less than $10 will not have a payment created for them

  7. Add an Internal Note if needed (not shared with publishers)

  8. Click Save

  9. Payments for all relevant Publishers will now be created


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.

  1. Go to the Publishers Overview page

  2. Click on the Referrals tab

  3. Click on the Logs tab

  4. Filter by time Period or Publisher

  5. 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".

๐Ÿ’ก Commission Breakdown

You can click the box Publisher Breakdown to view details on that commission.

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