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. 

What's New:  

 

 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 which will appear if Influencers have non-Conversion payment items (Proposals, Deliverable, Product) for this campaign. 

The amount displayed is the 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, as seen below. Within the modal, you can filter by Date, Type, and Status. 

 

Image from Gyazo

 

Total Commission Earned

This is a conditional column which will appear if Influencers have Conversions with commission pay out for this campaign. 

The amount displayed is the 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 the 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 total balance owed to the influencer for the campaign. 

Balance-Owed.gif

 

Making Payments

Payments can be made to a single influencer at a time or in bulk.

For a single Influencer

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. If making a Cash payment, your account balance will appear next to the total amount for the selected payment items. 

Within the Payment modal, you can also filter payment items by Date and Type before making the payment.

Once you click Review Payments, you'll view a summary of the payment being made with the button to Make (or Record) the Payment. 

 

Image from Gyazo

 

For multiple influencers at a time

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 also filter payment items by Date and Type before making the payment.

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. If making a Cash payment, your account balance will appear next to the total amount for the selected payment items. 

 

Image from Gyazo

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