> For the complete documentation index, see [llms.txt](https://docs.uppromote.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uppromote.com/management/payments/affiliate-request-payment.md).

# Affiliate request payment

The **Affiliate Request Payment** feature lets you invite affiliates to proactively request a payout from their available balance, instead of waiting for a scheduled pay run. It gives partners transparency into what they can withdraw and creates a clear approval workflow for you—reducing back-and-forth and speeding up the payment cycle.

**Why use it**

* **Transparency:** Affiliates see exactly what’s available to withdraw and when it’s paid.
* **Control:** You decide what gets paid and when (with reasons for declines).
* **Efficiency:** One queue to process requests; fewer support tickets and manual follow-ups.
* **Flexibility:** Works with your configured payout methods (e.g., PayPal, Wise, bank transfer, store credit).
* **Auditability:** Every request has a status history (Pending → Paid or Declined).

**Extra amount (optional)**

* Affiliates can include a one-off **extra amount** (e.g., bonus top-up).
* They must provide a note (and an invoice/receipt if you require it).
* The extra amount is reviewed and approved/declined as part of the request total.

### Before you start (important rules)

* **Auto-payment schedule must be OFF.** The Request Payment feature can’t be enabled while an auto-payment schedule is active. Turn off your schedule first.

<figure><img src="/files/eUDpZeOleeA3aJShNK6h" alt="must turn off auto-payment beforehand"><figcaption></figcaption></figure>

* **New email template:** When you enable Request Payment, a new email template—**Denied payment request**—is automatically enabled for notifications.

<figure><img src="/files/gXrGRrBvNQMixwZ4MmO3" alt="the denied payment request template is now turned on"><figcaption></figcaption></figure>

### Setup Affiliate Request Payment

* Open **Settings → Payment → Affiliate request payment → Set up**.

<figure><img src="/files/WoJn9UXmdCwMUjsfEEd3" alt="set up affiliate request payment"><figcaption></figcaption></figure>

* Toggle **Enable affiliate request payment** on.
* In this settings, you have different configurations:
  * **Program to apply:** Choose **All programs** or select specific programs. Only affiliates enrolled in the chosen program(s) will see the **Request payment** option in their portal.
  * **Minimum affiliate commission (optional):** Set a threshold for **approved/unpaid** commission. Affiliates can submit a request only when their available amount meets or exceeds this minimum.
  * **Allow affiliates to request extra amount (optional):** If enabled, affiliates can add a one-off **extra amount** (e.g., shipping reimbursement or bonus) on top of their approved commission when submitting the request.
  * **Affiliate invoice type:** Decide how invoices are handled for payout requests:
    * **Generate the invoice automatically**\
      UpPromote creates a standardized invoice with request details when the affiliate submits. Fastest for teams that don’t need a custom invoice format.
    * **Allow affiliates to upload invoice files**\
      Affiliates must attach an invoice before the request can be submitted. Useful if your finance team needs a specific template or supporting documents.
* Click **Save**.

<figure><img src="/files/uefgllJP5ZMDg7oAxKoY" alt="fill in condition and apply"><figcaption></figcaption></figure>

### Affiliate Experience

**Where they see it:** On the affiliate **Dashboard**, eligible affiliates see a **Request payment** button alongside their **Approved commission**.

**Button states**

* **Enabled:** If approved & unpaid commission **≥ your set minimum**, the button is clickable.

<figure><img src="/files/8QIZzwnIkzoOv5YjBnDk" alt="enable button at customer account"><figcaption></figcaption></figure>

* **Disabled:** If it’s **below the minimum**, the button is shown but disabled (with a note showing the required amount).&#x20;

<figure><img src="/files/5VSftzHhVZTaAjiIROhb" alt="disable if the amount minimum is not met"><figcaption></figcaption></figure>

Or, affiliate has a **pending payment request**. You need to review that request so that affiliate can request another commission payout.

<figure><img src="/files/WniD4JUHR9GnAi6W17WZ" alt="or if there is another request pending"><figcaption></figcaption></figure>

**Request flow**

When eligible, affiliates click **Request payment** button. The form shows as follows:&#x20;

1. **Request extra amount** *(shown only if enabled by the merchant)*
   * Affiliate can enter an additional amount (e.g., reimbursement/bonus).
   * Counts toward the **request total**.
2. **Approved commission, Total referrals and total request amount**
   * Auto-filled with the affiliate’s **approved & unpaid** commission (read-only).
   * Total request amount = Approved commission request + Extra amount
3. **Invoice**
   * If **Invoice type = Affiliate uploads invoice**, an invoice file **must be attached** before submitting.
   * If auto-generated, no upload field is shown.
4. **Messages (required)**
   * Affiliate must enter a short **reason** for the request (e.g., “September payout + shipping reimbursement”).&#x20;
5. **Send request**

<figure><img src="/files/Yqpf2HfWzlnU81C737qA" alt="request payment form"><figcaption></figcaption></figure>

## Review affiliate payment requests

#### Before you start (important rules)

Approved referrals included in a request are **locked** while the request is **Pending**. You **cannot pay or undo them individually**. You must either **Approve & Pay** the whole request or **Deny** it.

#### Where to review requested payments

**Path:** **Payments → (Manual&#x20;*****or*****&#x20;In-app payment) → Requested payments**

* If the affiliate’s payout method is **PayPal Payouts / Wise (integrated)/ Store credit** → go to **In-app payment → Requested payments**.
* If the payout method is **Bank transfer / other manual** → go to **Manual payment → Requested payments**.

<figure><img src="/files/CijTx6DQiYV3kric7H76" alt="review requested payment"><figcaption></figcaption></figure>

Then, click the **Review payment** button to review affiliate's payment request. In the review request details, you will see:&#x20;

* **Approved commission** (auto-filled)
* **Extra amount** (if requested)
* **Total**
* **Payment method**
* **Affiliate invoice** (auto-generated or uploaded)
* **Affiliate message (reason)**

<figure><img src="/files/vKArfz9Iga2AhExSUTtP" alt="deny or mark as paid"><figcaption></figcaption></figure>

#### Actions

* **Deny:** Decline the request and enter a **denial reason**. The request is closed and locked referrals are released back to the balance.

<figure><img src="/files/TWkjZcaORAAr0x1PbBzB" alt="fill in reason for denial"><figcaption></figcaption></figure>

**Denied payment request** will be shown in the Paid referrals/History

<figure><img src="/files/tqwowJU0c3PSJPc1Y2oc" alt="how it show in the History tab"><figcaption></figcaption></figure>

* **Mark as paid:** Approve and pay the request.
  * **In-app payment**: processes via the integrated method.
  * **Manual**: record payment after you transfer externally.

<figure><img src="/files/An7Q7TOqvDQC1Ov2Pxnm" alt="how it shown if mark as paid"><figcaption></figcaption></figure>

#### Partial approval (extra amount)

You can **approve the commission** but **deny the extra amount** (if invoice is auto-generated by the app)

* Enter an **extra-amount denial reason**.
* The commission is paid; the extra amount is marked denied and not included in the payout.

<figure><img src="/files/BnTS2j002PQqo0kLnxch" alt="approve partially the amount"><figcaption></figcaption></figure>

**Note:**&#x20;

* If invoice is upload by affiliate, you cannot deny the extra amount.
* If you approve extra amount, system will create a referral and pay automatically.

## How affiliates see request results

#### Approved & paid payment request

* A **success banner** appears: “Your payment request was paid.”
* Clicking **View** opens **Payment details**, showing: approved commission, extra amount (if any), total paid, payment method, paid date, and the invoice.

<figure><img src="/files/gr9IDeAlht1zlglSQ7d7" alt="success banner at affiliate account"><figcaption></figcaption></figure>

#### Denied payment request

* A **denied banner** appears on the Dashboard.
* The affiliate also receives a **“Denied payment request”** email.
* **View** opens the request details with the **denial reason**.

<figure><img src="/files/aSYLeFQBlRfjqtnLpIEr" alt="denied banner"><figcaption></figcaption></figure>

<figure><img src="/files/b0QZZsPVJvWzWXJaE2jU" alt="denied email"><figcaption></figcaption></figure>

In the payment request details, affiliate can see the denied amount and reason:

<figure><img src="/files/hMpYlCYwgngGWF7Fphlq" alt="see the denied amount and reason in full"><figcaption></figcaption></figure>