Help Center

| Submit or View Help Requests | Developer Docs |
| |

Transfer Funds to a Partner

Use Partner Funds Transfers (PFTs) to send money to your partners outside of a contract's payout terms. Partner Funds Transfers are used for bonus payouts for outstanding partners, make goods to underpaid partners, performance, or for paying partners for ad placements.


Incorrectly setting up a Partner Funds Transfer can put your account into default. If you have any concerns, questions, or just want to ensure your Partner Funds Transfer setup doesn't place your account into default, reach out to your CSM (or contact support).

Create a partner funds transfer

This feature is only accessible to specific editions or add-ons. Contact us to upgrade your account and get access!
  1. From the left navigation bar, select [Menu] → Finance.

  2. From the left navigation menu, select Transfers.

  3. In the top-right corner, select Create Transfer.

  4. Fill out the form.

    • See the Form fields reference for more information.

  5. Select Next.

  6. Confirm the details of the transfer, then select Transfer.

After you select Transfer, you will be redirected to the Transfers screen. You can select a Transfer row to view created transfers or select [Menu] → Download PDF to download the transfer confirmation.

Form fields reference

See the sections below to learn more about each partner of the PFT form.

Transaction details

Field Name



Enter the amount (and the currency in which it will be sent) that will be sent to the chosen partner.


From the drop-down menu, select the type of PFT that will be sent to the chosen partner.

If any taxes or VAT needs to be added to the transaction, or if the chosen partner's account currency is different from your account's or the transaction's, those amounts will appear here.

Who pays the conversion (FX) fees?

If you choose to pay the PFT in your account's currency, you are specifying how much you will pay in total. The partner pays for the conversion in this case.

Invoice Details

In this section you can set up when a transfer should occur as well as select the program and optionally associate it to an event type.

Field Name


Transfer Now

Select if you want to send the partner funds transfer immediately.

If you select this option and complete this transfer's setup, and you do not currently have enough funds in your wallet, you will be notified that you do not currently have enough funds to cover the transfer. Continuing the transfer will place your account into default.


From the drop-down menu, select from which program this transfer should originate.

Event Type

Select if you want to associate this transfer with a specific event type, for reporting repurposes. If you want to do so, select the event type from the drop-down menu.

Invoice Month

The invoice month chosen, will cause the transfer to be included in the next months invoice.

For example, if the invoice month chosen is May, the transfer will be included on the invoice generated in June.

The invoice month doesn’t need to be one month after the activity date however. If you chose the invoice month as May, you can choose the Activity date anywhere between 1st February and 30 June.

Activity Date

Select on which date this transfer should appear in your account's reporting.

Transfer Date

View on which date this transfer will occur.

Reporting Details

Toggle whether you want to add any reporting fields to this transfer for your account's reporting. After adding the field, enter the field value.


Toggle whether you want to add any notes about the transfer that only other brand account members will see. The chosen partner will not be able to see this note.

View transfer details and filter your transfers

Learn more about viewing your transfer details and filtering your transfers here.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.