09-2020 Update to Campaign Payments

Based on customer's valued feedback, we're pleased to announce that we have returned the Campaign Payments table back to the roll-up view per influencer. With the change, users will also notice some enhancements that have been made to improve performance and user experience. 

Image from Gyazo

Payments roll-up per Influencer

For each Influencer within the Campaign who has at least one Payment Item, you will see the following columns: 

Contract Amount

  • This is a conditional column, and will appear if Influencers have non-Conversion payment items (Proposals, Deliverable, Product) for this campaign. 
  • The amount displayed is total contract amount earned for the campaign, and includes paid and unpaid payment items.
  • Clicking on the number next to the amount earned will open a modal that will display all of the non-Conversion payment items for the Influencer. 
  • Within the modal, you can filter by Date, Type, and Status. 

Image from Gyazo

 

Total Commission Earned

  • This is a conditional column, and will appear if Influencers have Conversions with commission pay out for this campaign. 
  • The amount displayed is total contract amount earned for the campaign, and includes paid and unpaid payment items.
  • Clicking on the number next to the amount earned will open a modal that will display all of the Conversion payment items for the Influencer. 
  • Within the modal, you can filter by Date, Status, and Void Status. 

Image from Gyazo

Payments

  • This column displays the total amount paid to the Influencer, and number of payments made. 
  • Clicking on the number next to the amount earned will open a modal that will display all of the Payments made to the Influencer. 
  • Within the modal, you can filter by Date, Type, and Status.

Image from Gyazo

Balance Owed 

  • This column displays the current balance owed to the influencer for the campaign. 

 

Making Payments

For a single Influencer

Image from Gyazo

  • Payments can be made to an Influencer by clicking the Make Payment button in an Influencer row.
  • Within the Payment modal, you can select which payment items you would like to pay; the total will calculate at the bottom of the modal for the payment items selected. 
  • Within the Payment modal, you can filter payment items by Date and Type.
  • If making a Cash payment, your account balance will appear next to the total amount for the selected payment items. 
  • Once you click Review Payments, you'll view a summary of the payment being made with the button to Make (or Record) the Payment. 

For multiple influencers at a time

Image from Gyazo

  • Payments can be made to multiple influencers at a time by selecting the Influencers and using the bulk actions menu to select Send Payments.
  • Within the Payment modal, you can select which payment items you would like to pay; the total will calculate at the bottom of the modal for the payment items selected. 
  • Use the left and right arrows in the top right of the modal to view each selected Influencer's payment items. 
  • Within the Payment modal, you can filter payment items by Date and Type.
  • If making a Cash payment, your account balance will appear next to the total amount for the selected payment items. 
  • Once you click Review Payments, you'll view a summary of the payments being made per Influencer with the button to Make (or Record) the Payments. 

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