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Partner Invoices Explained for Brands

A partner invoice is a billing statement summarizing what you owe a partner each month. All partner invoices must be settled timeously to keep your account in good standing. generates your invoices on the 1st of each month unless you choose to configure custom payout scheduling in your template terms. For guidance on the best funding strategy for your program, see our Guide to Funding Strategies for Brands.

Note: Although invoices are generated once a month, creates multiple invoices if the transactions involved have different payment due dates. For this reason, you may see more than one invoice for a single partner in a given month.

Invoice document types

The Partner Invoices screen offers two document types, downloadable in PDF format:

  • A Statement of Invoices (SOI) document summarizes all invoices generated for your partner.

  • A Partner Invoice document contains an individual invoice for your partner.

Learn more about partner invoices.

View summary of invoices

  1. From the left navigation menu, select ellipsis-v-solid.svg [Menu] → Finance.

  2. From the left navigation menu, select Documents → Partner Invoices.

  3. Below Partner Invoice Summary, you can filter for the data you want to view.

    • See the Filter reference and Table reference for more information.

    Filter reference




    Filter by month and year the SOI represents.

    Billing Group

    Filter by the billing group to which the SOI belongs.

    This filter will only show up if you have multiple billing groups enabled.

    Table reference

    Table Column



    Indicates which month and year the SOI represents.

    Billing Group

    Indicates the billing group with which the SOI is associated.


    Lists how many partner invoices were generated for the month. Select the number to view the list of individual partner invoices.

    Generated on

    Indicates the date on which the SOI document was created.

    Total Due

    Shows the aggregated amount of funds owed to partners.


    Shows the current status of the SOI. The status can be:

    • Paid

    • Not Yet Due

    • Past Due

Download an invoice

  1. From the left navigation menu, select ellipsis-v-solid.svg [Menu] → Finance.

  2. From the left navigation menu, select Documents → Partner Invoices.

  3. On the Partner Invoice Summary screen, under the Invoices column, select the Number.

  4. On the Partner Invoices screen, hover over the invoice you want to download and select Download Invoice.


Understand invoice due dates

When checking an invoice for its due date, one of 3 options can appear in the date field:


Invoice Due Date Option


(The actual due date)

This is the date by which the invoice must be settled if your contract terms with your partner align with your funding strategy.


Refer to the action details to see when you must pay your partner for driving the actions aggregated on this invoice.

"Due upon receipt"

This means that invoices are considered due when generated and first appear in your account.

Depending on your funding strategy, you will most likely need to fund your account before an invoice is even generated, as you may only have a short time to settle your partner invoices before they become overdue. Use the Upcoming Partner Payments report to view what will likely be included in your invoices.

Understand invoice VAT codes

If you are subject to Value Added Tax (VAT), at least one of the following VAT codes is likely to appear on your partner invoices. If you are a European-based brand, see when VAT is charged.

VAT Code



The transaction was zero-rated. No VAT payment is due.


The transaction has a standard rate. The standard VAT levy is applied to the transaction.


You provided goods or services in the European Union (EU). VAT's reverse charge mechanism will shift the obligation of paying the tax onto you.


VAT does not apply to the transaction, and does not need to appear on your VAT return.

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