Approve, Reverse, & Modify Pending Payouts for Actions

Actions can be approved, reversed, or modified before they lock, making it easy for you to adjust partner payouts accordingly.

Important: Refer to Filter & Download Pending Payouts List before continuing with this article.

Approve an action

Note: Actions will automatically lock based on your contract terms, so you typically won't need to approve actions.

1. Navigate to [Engage] → Transactions → Pending Payouts → Actions.

   • You will see a table containing all partner actions that are pending payout.

   • You can use the icons at the top-right of the page to pin, schedule, download (in PDF, Excel, or CSV format), or export the report (via API).

2. Hover over an action you want to approve, then select [More] → Approve.

3. The action will be approved for locking.

Modify an action

1. Navigate to [Engage] → Transactions → Pending Payouts → Actions.

   • You will see a table containing all partner actions that are pending payout.

2. Double-click on one of the table entries or select [Expand] to view additional details about an action.

3. Select Modify to load the Modify Item Details page.

4. Under Item Details, select Reject item to reverse the action or Modify Sales Amount to adjust the action details.

5. Select a Reason for Modification/Rejection.

6. Select Modify to save the modification.

For other types of modifications, like re-attributing an order, you must contact support. impact.com can correct attribution for orders that aren't yet locked.

Reverse an action

1. Navigate to [Engage] → Transactions → Pending Payouts → Actions.

   • You will see a table containing all partner actions that are pending payout.

2. Hover over an action you want to reverse, then select [More] → Reverse and choose a reason from the options provided.

3. impact.com will complete the reversal.

The process for reversing Cost Per Click (CPC) actions is different and requires that you contact support for assistance.

Restore a reversed action

1. Navigate to [Engage] → Transactions → Pending Payouts → Actions.

   • You will see a table containing all partner actions that are pending payout.

2. Find the specific action you want to restore in the list, then select Actions → Approve to override the reversal.

3. The action will return to the Pending Payouts: Actions page, and will lock based on the contract terms established with the partner.

Automate returns processing

If you don’t want to process your reversals manually, there are a few ways to automate the process. You can set up an event type and specify your preferred option of automated returns processing.

To do so, follow these steps:

1. From the top navigation menu, select [User Profile] → Settings.

2. Under Tracking, select Event Types.

3. Hover your cursor over the event type for which you want to automate returns processing and select [More] → View / Edit.

4. Select [Edit] on the right-hand end of the Returns Processing row.

   • For more information about the options here, see the Returns processing options reference below.

5. Select Save.

Returns processing options reference

Option	Description
Use system web service (API)	Use impact.com's Web Services API to automate your batch reversals. Learn more.
Upload file to system FTP server	Use impact.com's FTP server to batch reversals. Learn more.
Pull file from your own FTP server	Submit returns/modifications to your server and have impact.com retrieve your batch file for processing. impact.com retrieves batch files daily. You will need to provide your FTP login credentials. Learn more.
Email file to system SMTP server	Select this option to send your file as an attachment to an email address unique to your campaign. Learn more.
Integrate with Salesforce	You can integrate Salesforce with impact.com so that updating an item’s status in Salesforce will update the same item’s status in impact.com. Learn more.