Before you can start with Transactions, at least one Transaction Type needs to be added to you platform. A transaction type is determining the money flow between two parties.
How to create a new Transaction Type?
Have a click into the title navigation and locate the “Create Transaction Type” menu point.
A new page is shown, containing the form to create a new Transaction Type. The form is consisting of the following sections:
Any transaction has a unique name as well as a specific pricing unit type. The name will be used for creating new Transactions as well as in any filter or exports.
Sender and Receiver
Here you need to define the type of sender and receiver. Based on this information, you will need to choose an Advertiser, Partner or Entity for sender and receiver.
Especially for advertisers as senders: You can also configure whether the money will be send from the credit account or debit account:
debit account: The transaction amount will not be offset with existing (or potential future) credits. This means, a separate invoice should be created. Usually this is recommend for setup fees or project fees. Advantage: If the amount needs to be reminded or a dunning letter sent, it can refer to the separate invoice.
credit account: The transaction amount will be offset with existing (or potential future) credits. This means, it can be included on invoices that also contain services from partner marketing activities like conversions, clicks etc. This is usually recommended for monthly service fees or maintenance fees.
You can add you own fields to be filled fo any transaction of this type.