Tipalti API Key & Managing Payments
Once you have created payments you can manage and view their statuses all in one place. Keep in mind that Paypal, Payoneer, and Bank payments are manual processes and are not connected to a 3rd party platform like Tipalti payments.
For Tipalti payments, you will need to input your Tipalti API key under Organization > Settings > Payment
The next steps are shown below as well as a list of descriptions for the columns when managing payments.
Tipalti Payments
After creating a payment, the status will be set to Open
An Admin or Adops user will then need to review and update the status to Approved
Once approved, you can then click Send to Tipalti
This is only valid for Approved Tipalti payments where the Publisher has completed the signup
The status will now change to Submitted after sending it to Tipalti
You will need to log in to Tipalti to either Approve or Decline the payment on their platform
All sent payments will be listed in Tipalti
Once the Payment is approved in Tipalti the payment will be issued to the Publisher and the status will change to Paid in Swaarm
If you choose to Decline the payment in Tipalti the status will change to Denied in Swaarm
💡 Note
These statuses will be reflected in the Partner Platform as well
Payment Columns
ID
The Identification number of the Payment
Status
Paid - The payment has been fulfilled
Submitted - Payment has been submitted
Approved - The requested payment has been approved and is ready to be processed
Requested - A publisher has requested payment
Open - Newly created payments from the Admin platform are set as open
Denied - A general status for any failed or rejected payment
Amount
The payment total
Period
The time period for the payment
Publisher
Payment Method
Bank - Manual
Paypal - Manual
Payoneer - Manual
Tipalti - 3rd party payment service connected via API and requires a signup process from the publisher
Publisher Note
This note is shared with the publisher
Internal Note
This note is not shared with the publisher
Provider Response
Whether or not the payment went through or not with Tipalti
Quick Approve & Pay
There are two buttons that let you take action faster.
Approve button is shown for any payment status' that is open or requested.
The Pay button is shown for any payment status' as approved. Once you press the Pay button a dialogue box will appear with relevant information and then you click Mark as Paid.
If it is a Manual payment, then you will receive the following dialogue box. Then the status will change to Submitted once we Mark it as Paid.
If it is a Tipalti payment, then you will receive the following dialogue box. Then the status will change to Submitted once we send it to Tipalti.
