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Individual Courses

Payments & End of Month Process


Course

This course covers all the payment aspects and financial settings available within NetRefer's performance marketing administration platform.

Here is the course outline:

1. Payments Generation

This lesson will take you through the payments generation process, how to decline and accept reports and how to check the payments generation history.

2. Closing the End of Month Process

This lesson will take you through the end of month process and all related checks.

3. Executing the Payments Process

This lesson will take you through the payments process and the different responsibilities at each step.

4. Payments Manager

This lesson will teach you how to use the payments manager to filter, export and change payment statuses.

5. Financial Settings

This lesson will take you through the current financial settings in the system and how they affect the 'End of Month' and the payments process.

6. Chargebacks and Fixed Sums

This lesson will cover what chargebacks are how they are processed, what fixed sums are and how they are used.

7. Adding and Configuring Payment Methods

Upon completion of this lesson, you will be able to enable payment methods from the Financial Settings and configure any related automated communication.

8. Automated Payment Gateways

An insight on how NetRefer integrates with Payment Gateways and the setup requirements for operators.

9. Payment Reports

Upon completion of this lesson you will know where to find and how to interpret the reports related to payments present in the system.

10. Bookkeeping & Invoices

Covers the main features of the Bookkeeping & Invoices add-on from both an administrator and an affiliate perspective.

11. Affiliate Tax & Multiple Affiliate Tax

Covers the main features of the Affiliate Tax and Multiple Affiliate Tax add-ons. Upon completion of this lesson you will know how to set up different tax structures per entity, product, country and affiliate.

12. Multi-Currency

Covers the main features of the Multi-Currency add-on from both an administrator and an affiliate perspective.

13. Payments on the Affiliate Interface

An overview of how payments are displayed on the Affiliate interface.

14. Course Feedback Survey

This is a short survey which will help is gather feedback about our courses. It will help us improve our courses from every aspect. Typically, it only takes 2-3 minutes to complete.

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