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Set Action Locking/Payment Scheduling Periods

The template term action locking period is the amount of time between when an action is tracked by or reported to impact.com and when it locks (and can no longer be modified or reversed). During this period, you should perform any action updates since the action cannot be updated after this period ends.

The template term payment scheduling period is the amount of time between when an action locks and when the partner is paid out for driving the action. During this period, you should ensure your account has enough funds to cover both the amount recorded on the SOI and any impact.com invoices.

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

  2. On the left, under General, select Template Term Rules.

  3. Under Application of the rules, check the square-regular.svg [unchecked box] next to Do not allow template terms to deviate from these rules (only enforced when creating or modifying a template term).

  4. Under Action Locking, configure the setting to Actions are locked 0 months and 27 days after the end of the month.

    • If you do not see this setting, enable toggle-on-solid.svg [Toggle on].

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  5. Under Payment Scheduling, configure the setting to Actions are paid 0 months ad 20 days after the end of the month they lock.

    • If you do not see this setting, enable toggle-on-solid.svg [Toggle on].

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  6. Select Save.

Below is an example of the action locking and payment scheduling periods if your partners drove actions during the month of January. As you can see, all actions driven during January will lock on 28 February. Come 1 March, you will receive an SOI from impact.com tallying up all partner invoices–at this point, you should begin the process to fund your account so you can cover this invoice and your impact.com invoice. Finally, your account will be debited on 20 March so your partners can be paid.

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