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This article explains the process for running your finances though the platform. It covers requirements, rating, validation, partner and advertiser billing and finally, finance as a service, i.e. banking.
Requirements
Billing mode
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If you work with external advertisers and you want them to pay you in advance, use ‘prepayment’.
If you work with external advertisers and you do not want them to pay you in advance, choose from ‘postpayment direct’ or ‘postpayment standard’.
If you manage your own advertisers and you want to work with internal company billing, choose ‘self billing’.
If you manage your own advertisers and you do not want to work with internal company billing, choose ‘no billing’.
For further explanation, please read this article.
Financial templates
Financial templates are used to create deposits, invoices and payment entries used for advertiser and partner billing. They can be created and managed in the platform configuration. For more information about financial templates and comprehensive instructions on how to create them, please read this article.
Rating
The traffic the partners on your platform generate for your advertisers will result in conversions. A conversion can be a sale or a lead, but also a click-in or a video view, depending what you have defined as conversion targets. When revenue is allocated to a conversion, it becomes a conversion. Depending on the test commission model a partner is assigned to, conversions will be rated. When you are using the platform to manage external advertiser programs and you have defined a fee model for an advertiser, an advertiser fee will attributed to the conversion as well.
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Please note that if basket tracking is applied, you do not validate the conversions directly. Instead, you validate the basket positions of a conversion. If all basket positions have been validated, the conversion will be validated automatically. For more information, please read this article.
Validation process
There are basically three ways to manage the validation process:
Validating individual conversions manually. For comprehensive instructions, please read this article.
Validating conversions in bulk. For comprehensive instructions, please read this article.
Automated validation. For comprehensive instructions, please read this article.
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