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Money matters: Customizing credit note and invoice settings

By Tanja Bezjak on 3. May 2016.

Appeal to your clients

‘It’s not about the money’, you often hear people say.

Although this may be (partially) true for some occupations, affiliate marketing definitely is about the money – you have affiliates seeking credit notes on the one side and advertisers getting invoices on the other. The advantage of AdCumulus Affiliate Software is the possibility of customizing the interface down to the smallest details.

Because affiliate advertising is such a dynamic and competitive market, it has never been more important to find a way to stand out and be the reason clients want to do business particularly with you among the piles of affiliate networks. Lowering costs seems like the most obvious way to appeal to your clients, but the question is where the line is drawn and whether the price decrease influences the quality of service altogether.

 

Assist them in finance matters

Affiliate Software is packed with customization options you can set to best fit the needs of your clients and help you focus on other aspects of the business while our advanced system takes care of your important finance data.

One feature affiliates and advertisers might find particularly interesting is the possibility to create credit notes and invoices automatically or manually. You can set the frequency rate at which this happens (monthly, weekly…).

Also, to help you find a particular credit note or invoice faster, you will find various filtering options, or just start typing in affiliate’s name.

The data pertaining to your affiliates and advertisers can be exported to several file formats. For example, a created PDF contains information such as item number (unique for every item), while details contain the qualitative description of the item. If the item is an offer, this description contains offer name and all dimensions which uniquely identify cost per unit. Besides offers, items in credit notes should also denote referral bonuses and commissions.

Next, admins can enable affiliates to demand the creation of credit notes, which means whenever their earnings surpass the minimal payout account, your users will be notified and allowed to request payment. Constant financial flow will keep them satisfied and motivated to be persistent in their work – instant happiness!

 

credit_post_v8Let your affiliates and advertisers rest assured their payout will be regular and fair.

 

Another useful feature is the possibility to add notes which will appear on created invoices and credit notes.

You can adjust the text to a specific case – explain a certain item on the invoice, make a remark to inform affiliates and advertisers about special tax policy that applies or notify them about a special bonus that has been added on their invoice. Giving them a personalized credit note means you take extra care of your clients, and that extra bit of dedication might go a long way.

Finally, you can view and manage deposit amount. It is initially disabled, but once you enable it, you can set the period of days after which it should be released. After the determined period, the deposit will be added to the first created credit note, adding a smile to affiliate’s face.

 

Benjamin Franklin said it

The way a company handles finances tells a lot about the company itself – even Benjamin Franklin claimed that ‘In this world nothing can be said to be certain, except death and taxes.’

If your affiliates and advertisers can trust you and rest assured their payout will be regular and fair, they are much more likely to stay loyal to your affiliate network, bringing profit to you and earning money for self. Affiliate Software will be your loyal assistant in staying on top of your financial game.

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