Payout Period Configuration
As mentioned above, by default, all affiliates will use the same payout periods.
However, you can add additional payout periods that are specific to certain affiliates. To do so:
1) Click the Payments Admin link
2) Click the "Payout Periods" tab
3) Below the default payout period configuration, will be an area for you to add a "New Payout Period Description:" To add a new payout period, fill out the text box at the bottom of the table labeled "New Payout Period Description". Just type in whatever name you wish to call the new payout period and click the "Add" button.
4) Now you will add the desired values for this payout period, the same way as you did for the default payout period. Once the new payout period is created, you can set the payout description, configuration, delay, projections, projection padding, and also whether the payout period is enabled or not. Unlike the default payout period, you can set the "Enabled" checkbox, which allows Admins to assign that payout period to one or more specific affiliates. Lastly, you can also make this new payout period become the default, if desired. When you are finished, click the "Save" button.
5) If you wish to create more than one additional payout period, repeat steps 3 and 4 above.
6) Once the payout periods are set, Admins can choose which payout period is to be used by default when Affiliates sign up. Admins may also set specific Affiliates to use a payout by either setting the list of enabled Affiliates in the Payments Admin or the Affiliate's payout period in the Affiliates Admin.
7) Now you will see 3 additional action icons that do not exist for the default payout period (which only has the pencil "edit" action icon).
8) Going from left to right, the first additional action icon is the one to List & Modify Enabled Affiliates - this works the same way here as it does in your programs admin, simply add the affiliates you wish to be in this payout period, and for these specific affiliates, this payout period will override the default payout period.
9) The next additional action icon is the one to change this one to become the default payout period instead of the previous one. (If you were to click this, now this additional action icon would appear on the previous one and disappear from this one. This is because this payout period would now become the default, and the action icon would now have to appear on the other payout period instead, so that you could later choose that payout period again to be selected as the default payout period once again).
10) The last additional action icon is the one to delete this payout period - note that you need at least one payout period (i.e. the default payout period), so you can not delete all payout periods.
Note: If you have multiple payout periods configured, affiliates can be assigned to a different payout period from either this link in the Payments Admin, or also from the Affiliates Admin (Set Affiliate Payout Period, under Actions).
