View Product Page

Commissions

From the Commissions page, you can see a list with all the commissions generated in your shop.

The plugin will generate one commission for each item line in the order, so, for example, if you purchase 3 different products in the same order, the plugin will generate 3 commissions. If you purchase 3 items of the same product in the one order, instead, the plugin will generate only 1 commissione item.

You can see a table with the following information (each column title can act as a sorting filter):

  • Commission ID
  • Date
  • Affiliate
  • Order ID and customer
  • Product
  • Item total
  • Rate
  • Commission
  • Status

Additionally, you can also show the following columns and enable them from the “Screen options”.

  • Refunds (per item total)
  • Discounts (per item total)
  • Category
  • Payment ID: this will show the number of the related payment, if created.

Filters and bulk actions

Based on the commission status, you can filter the view of the commissions using the filters on top and filter for example only by Pending or Paid commissions.

Yet, you can further filter these views using the additional filters by:

  • product
  • affiliate user
  • date

You can also bulk edit them and apply the following actions:

  • change status to “pending”
  • change status to “not confirmed”
  • change status to “cancelled”
  • change status to “refunded”
  • create a payment manually
  • pay via Direct bank/wire transfer
  • move to trash

As you can see, you can both change the commission status, trash them or create a payment record. For more details about how to generate payments, please, refer to this page.

Commission payments

To generate a new payment record for your affiliates, you can go to the Commissions tab, select commissions and from the bulk actions generate a payment record by choosing either Pay manually or Pay via bank/wire transfer.

Once the payment is created, you will see on this page all the payment records created with the on hold status.

Payments list

Once the payment record is created, you can issue the payment to the affiliate offline and then change the payment status to Completed: all linked commissions will automatically get the Paid status.

From this screen you can also filter the payments by status, affiliate, date.

Payment filters

You can bulk edit them and choose any of the following actions:

  • Change status to “Completed”
  • Change status to “On hold”
  • Change status to “Cancelled”
  • Delete

The same options will also be available in the commission actions, and additionally you will be able to find Pay via Direct bank/wire transfer as an option for single payments.

Payment actions

If you select Pay with bank transfer from the payment actions, you will be able to see the payment details in the the Payment method column.

Payment info in payments table

For more details about the Payment with bank/wire transfer, please, refer to this page.

Commission status

The commission status is strictly linked to the order status.

When the order is submitted, the commissions are generated with the Not confirmed status. Then, when the order is paid and completed, the commission automatically gets the Pending status, which means that the commission is ready to be paid.

Here is a more detailed list with all the statuses that a commission can get and which order status can trigger it:

  • pending: if the order status goes to completed or processing
  • pending-payment: this status is not triggered by any order, it can only be triggered by automatic or manual payment and will be like this until the payment is confirmed by the gateway or set to completed by the admin manually.
  • paid: this is the status that the commission takes when the associated payment is set to completed status.
  • not-confirmed: this is the commission status when the order status goes to pending or on-hold.
  • cancelled: if the order status goes to cancelled or failed.
  • refunded: if the order status goes to refunded.

Please, note: when the commission is on pending payment or paid status, it can only be changed to Trashed. No other status change is allowed to prevent that a commission is erroneously paid twice.

The commission can be paid only when it’s on Pending status.

Example: a commission standard life cycle

This is the default life cycle of a commission, and the statuses it takes on:

  • order created > commission not confirmed
  • order completed > commission pending
  • commission payment created > commission pending payment
  • commission payment completed > commission paid

The admin can anyway manually change the commission status regardless of the order status, so for example, a pending commission can be changed to not confirmed even if the order is completed.

For more details about how to create a commissions payments, please, refer to the following pages:

Commissions payments for the free version
Commissions payments for the premium version

Manual payment

If you want to create payments manually, you can do the following.

From the commissions list page, you can filter and select the commissions by status, affiliate, product, date and from the bulk actions select “Create a payment manually“.

The plugin will automatically group the commissions of each affiliate user (so calculate the total amount to be paid) and create one payment record for each affiliate.

The manual payment record will be automatically set to the On hold status.

Example: you want to manually generate a payment record for all the pending commissions older than 30 days.

You can first click on the “Pending” view, then, filter the commissions by date (all commissions up to March 7), select them all and finally create a payment from the bulk actions.

Filtered commissions

This will create one payment record for each affiliate in the Commissions Payments table (in this case, one for Susanne and one for Elisabetta) with the on-hold status.

Now you can pay your commissions using any offline payment gateway you prefer, for example in cash or with a non-supported gateway, and once the payment is done, you can manually change the payment status to “Completed” either from the payment details or from the payment actions in the payments list.

Payment status to completed from payment details

This action will also change the status of the related commissions to “Paid“. For more details about the commission status, please, refer to this page.

Also, even if the payment record is created manually, you can also process the payment from this page by using any of the integrated gateways: the payment will be automatically set to completed.

Payment with Bank transfer

Payments via Bank transfer are currently very similar to manual payments, but if you enable them, your users will be able to enter their payment details (so the Account name, IBAN and Swift code) so you can quickly find them in the payment details when you will process the payment.

The payment, however, occurs manually, so you will have to create a bank transfer from your bank, the plugin will not do that on your behalf.

To enable this gateway, go to General options > Commissions & Payments > Payment gateways and make sure the gateway is enabled (it is enabled by default when you first activate the plugin).

General options - Payment gateways

Then, go to the Commissions list page, filter them based on your needs and select the commissions you want to pay.

Then, click on Bulk actions dropdown and select “Pay via Direct bank/Wire transfer“.

Pay via direct bank/wire transfer

This will create one payment record for each affiliate with the “on hold” status.

Payment with on hold status

If the payment details have not been set for the affiliate, you will be able to add them from the Gateway details in the Payment details, as you can see below.
Please, note, this option is available only if you’re using the premium version.

Gateways details

You can now issue the payment (manually) from your bank account and once it is done, you can manually change the payment status to “Change status to completed” from the payment actions.

Payment status to completed from payment details

This will also update all the related commissions’ status and set it to “Paid“. For more details about the commission status, please, refer to this page.