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.
Note
Incorrectly setting up a Partner Funds Transfer can put your impact.com account into default. If you have any concerns, questions, or just want to ensure your Partner Funds Transfer setup doesn't place your impact.com account into default, reach out to your CSM (or contact support).
Create a partner funds transfer
This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access!From the left navigation bar, select
[Menu] → Finance.From the left navigation menu, select Transfers.
In the top-right corner, select Create Transfer.
Fill out the form.
See the Form fields reference for more information.
Select Next.
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.
See the sections below to learn more about each partner of the PFT form.
Field Name | Description |
|---|---|
Amount | Enter the amount (and the currency in which it will be sent) that will be sent to the chosen partner. |
Type | 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.
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.
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 | Description |
|---|---|
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 impact.com wallet, you will be notified that you do not currently have enough funds to cover the transfer. Continuing the transfer will place your impact.com account into default. |
Program | 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. |
Learn more about viewing your transfer details and filtering your transfers here.