NEW: Schedule auto-payment
Available from the Professional plan
The Auto-payout with PayPal feature in UpPromote will help you schedule payments to pay affiliates automatically and periodically via PayPal.
Scheduling auto-payment will help reduce manual work and save you much time that you do not need to review and pay affiliates' commissions manually every time. Let automation do its job!
First of all, in order to enable Auto-payout with PayPal, it is required to enable PayPal integration. Please find the instruction to integrate PayPal into your system here. Kindly also be noted that you'll also need to enable PayPal as a payment method in Settings > Payment > Payment settings so your affiliates can provide their PayPal account information to get paid.
After that, please navigate to Settings > Payment > Schedule payment and activate Auto-payout with PayPal toggle. Kindly then choose to Schedule payment on a Specific date or by Payment cycle.
This option allows you to choose a certain day on which the system will periodically process payments.
If you select Specific date, please choose a Payment day from the calendar as well as the Period of the payment. For example, if you select 26 as the Payment day and 1 month as the Period (see the image below), the system will automatically process payments to affiliates on the 26th of every month.
When you decide to choose Payment cycle, the system will pay out automatically for you based on the cycle period you set up. Firstly, kindly choose the Period then select the First payment date.
For example, if you select the Period as 20 days and the First payment date is 15th September 2023 (see the image below), the system will pay out affiliates on 15th Sep first then 20 days later, on 4th Oct 2023, the affiliates will continue to be paid automatically.
Aside from these required fields above that need to be filled out, you'll also have 2 other optional settings to set up, which are Minimum affiliate commission and Maximum payout limit.
With Minimum affiliate commission, you can set up the minimum commission that affiliates have to earn in order to be paid automatically by this feature. For example, if you set this field to be $100 then all affiliates who have gained $100 commission or above will be paid out automatically when it comes to the payment date. Meanwhile, affiliates with an under $100 commission can be paid manually or leave them to the next Auto-payout period if their accumulated commission reaches the Minimum amount.
Here comes another option for you to set up a Maximum payout limit, which allows you to input the payout threshold that the system can pay automatically so as to avoid going over budget. For instance, if you set this field to be $1000 and the total payout amount you need to pay affiliates this month is $1500, the Auto-payout function will be automatically postponed. You'll then need to pay affiliates manually this month.
However, even when the Auto-payout is discarded due to exceeded Maximum payout threshold, you'll still have the option to Auto-payout anyway in the PayPal Payout tab.
Please be aware that there are certain Terms and conditions that you'll need to agree (check the boxes) before setting up Auto-payout with PayPal, which include:
Once you enable Auto-payout with PayPal successfully, please navigate to the Payments tab > PayPal Payout to view all related information like the Total payable commission as well as the Next payment date so you can review regularly.
Kindly be aware that the Total payable commission will be closed 12 hours prior to the Auto-payout. During the closure time, any additional approved commission will be counted in the next Payout period.
Note: The system will automatically send you emails about the Total payable commission, Expected payout date, and Maximum payout limit exceeded (if any) 2 days and 12 hours before the Auto-payout. Kindly also be aware that by default, the Auto-payout will be processed on the payment date at 23h59' UTC +0 (UpPromote's system timezone) to ensure a consistent payout procedure for all merchants in different timezones.
Note 2: Please make sure that you set up Auto-payout with PayPal at least 2 days before the payday so the payment can be rolled out successfully.