Defining a billing mode for an advertiser

Before you start

The billing mode of an advertiser defines the way in which your advertiser will be charged and subsequently invoiced for the business generated via the partners on your platform. Defining a billing mode for your advertiser is always necessary, even if you don't want to invoice your advertiser.

Along with the billing mode, you need to define the currency of the advertiser, i.e. the currency which is used to pay on the advertiser's website.

Getting started

Make sure you are logged in to the UI, click on 'advertiser' in the navigation and proceed to click on 'manage advertisers'. If you do so, you will find yourself on the page with the overview of all the advertisers on your platform. On this page, find the advertiser you want to define the billing mode for and click on the icon. If you do so, you will see a page looking more or less like this:

Advertiser currency

The main setting on the advertiser billing page is the advertiser's currency. Please note the currency you select here should correspond with the currency the advertiser uses on his website. In case you cannot find the currency you need, please contact the support team. If you choose one of the options to automate the advertiser billing process, the currency you select here will also be the currency in which the advertiser most likely will be invoiced.

Important: The selection of the advertiser currency is final. It cannot be modified later on.

Note: If in a conversion tracking tag an amount in a different currency is transmitted, it will automatically converted to the selected advertiser currency.

Selecting a billing mode

You can select the billing mode in the drop down menu at the top of the left column. You will find you have the following options:

Postpayment direct
Postpayment standard
Prepayment
Self billing
No billing

Let's have a look at all of them in more detail below.

Postpayment direct

With this billing mode, your advertiser will be invoiced after you have generated payment entries for the publishers in your network. Approved conversions will be automatically confirmed, after which an invoice for your advertiser is created. At the same time, you can already pay out partners, regardless of the status of the advertisers invoice.

If you select this billing mode, you will need to fill out the following:

The term of payment, i.e. the number of days you give your advertiser to transfer the invoice amount. You can also require your advertiser to transfer the amount immediately.
The payment type, i.e. whether the advertiser can pay the invoice amount by bank transfer or via a deposit authorization.
Data of the advertiser that needs to be included in the invoice.
Your banking details, i.e. the details of the bank account to which the advertiser should transfer the invoice amount.

Don't forget to click the 'save' button at the bottom of the page when you are done.

Postpayment standard

If you choose this billing mode an invoice will be created as soon as you have approved conversions. After you confirm the advertiser has paid the invoice, approved conversions will be automatically confirmed and payment entries for your partners can be created.

If you select this billing mode, you will need to fill out the following:

The term of payment, i.e. the number of days you give your advertiser to transfer the invoice amount. You can also require your advertiser to transfer the amount immediately.
The payment type, i.e. whether the advertiser can pay the invoice amount by bank transfer or via a deposit authorization.
Data of the advertiser that needs to be included in the invoice.
Your banking details, i.e. the details of the bank account to which the advertiser should transfer the invoice amount.

Don't forget to click the 'save' button at the bottom of the page when you are done.

Prepayment

When you choose this billing mode, your advertiser will have to pay a deposit from which your partners can be paid. Approved conversions will be confirmed automatically, until the amount of money in the payment entries exceeds the deposit.

If you select this billing mode, you will need to fill out the following:

A deposit amount, i.e. the amount the advertiser has to pay in advance.
A deposit threshold, i.e. a minimum amount after which a new deposit needs to be paid.
Data of the advertiser that needs to be included in the invoice.
Your banking details, i.e. the details of the bank account to which the advertiser should transfer the invoice amount.

Don't forget to click the 'save' button at the bottom of the page when you are done.

Self billing

If you do not want your advertisers to be billed automatically by the system, but you do want advertiser fees to be recorded by the system (for example for internal billing), select the option 'self billing'. You might also want to choose this option because it allows you to start charging the advertiser at any given moment. When you select 'self billing', you don't need to fill out any additional information on this page. Approved conversions will be confirmed automatically.

Don't forget to click the 'save' button at the bottom of the page when you are done.

No billing

If you do not want your advertiser to be billed and also do not want to record any advertiser fees, just select the option 'no billing'. When you select this option, you don't need to fill out any additional information on this page. Approved conversions will be confirmed automatically.

External reference number

In some cases, you will find yourself in a situation where you want to use an external accounting system, such as DATEV. These systems use their own reference numbers to identify advertisers. If you want, you can put these numbers in the field at the bottom of the page. If you do so, it will appear on any financial document you create for this advertiser via the platform.