Make Payments to Brands

Published on: Tue, 2 May, 2023 at 2:27 AM | Updated on: Tue, 23 May, 2023 at 4:11 AM

The Payment to Brands feature helps you transfer funds back to a brand or agency. Funds will be deducted from your account balance when the payment is initiated.

This feature is useful in cases where a brand accidentally overpays or sends you funds in error (such as in cases when actions are reversed or modified).

Tip

Looking for help on how to withdraw your funds from your impact.com account? Review our article on how to get paid.

Initiate a payment

From the left navigation menu, select [Menu] → Settings.
Under Finance, select Payments to Brands.
Select Create Transfer.
Refer to the Create Partner Funds Transfer reference table below for help with filling out the fields.
Select Next to confirm details about the payment.
Select Next again to initiate the payment.

Create Partner Funds Transfer Reference

Advertiser	Use the auto-complete drop-down menu to search for the brand to which you want to send funds. You must have an active contract with a brand to send them funds.
Amount	Enter the amount that you want to send. *This value cannot exceed your account's Available Balance.*
Payment Date	Select whether to send this payment immediately or to schedule it for a later date.
Invoice Month	If you schedule this payment for a future date, you can select whether this should appear on the current month's invoice, or on the invoice of the month in which the payment is scheduled.
Type	Select the type that most closely matches this funds transfer: Make Good: Select this type if this payment is due to an overpayment from a brand or if a brand accidentally sent you funds. Bonus: Select this type if this payment is to return a bonus (or portion of a bonus) to a brand. Paid Placement: Select this type if this payment is to return funds related to paid placements.
Event Date	We recommend leaving this as the date you're initiating this payment to a brand.
Comments	We recommend leaving comments that explain why you're sending this payment to the brand.

Initiate Payments to Brands in bulk

If you have multiple payments to make to different brands, you can upload a CSV or XLS/XLSX file to submit payments in bulk.

From the left navigation menu, select [Menu]→ Settings.
Under Finance, select Payments to Brands.
Select Bulk Upload Transfer.
Select Show/hide file format details to view the required columns. Refer to the examples below for more help.
Upload your file and select Submit to upload your payments.

Once you upload your file, impact.com will notify you of whether or not the upload was successful. You will then receive an email after the file is processed that will tell you whether the upload was successful or resulted in an error. Any errors in a file will cancel the payment, and must be corrected and re-uploaded.

Partner Funds Transfer example

impact.com accepts CSV and XLS/XLSX (Excel format) files. Below is example content of a comma-delimited (.csv) file.

TransferType,CampaignId,TrackerId,Amount,PartnerAccountId,PaymentDate,Comments,InvoiceMonth,EventDate,CurrencyMAKE_GOOD,1234567,4321,100,9876543,2020-01-20,Test Transfer,CURRENT,2020-01-20,USD

The Transfer Type is a "Make Good" Payment.
The Campaign ID value is the Brand ID for their impact.com Brand account.
The TrackerID is the Event Type ID that refers to the event type that is specified in your contract to track actions.
The Amount is 100 of your selected currency.
The PartnerAccountID is the Account ID of the partner's account (i.e., your own account ID).
The PaymentDate is the date this payment will be transferred.
The Comments column includes a brief comment about the transfer.
The InvoiceMonth refers to invoice this payment in the current month.
The EventDate is the date this payment should be reported.
The Currency uses the ISO 4217 code for USD, meaning US Dollars.

Column reference

TransferType	String	Required	Select the type that most closely matches this funds transfer: `MAKE_GOOD` Select this type if this payment is due to an overpayment from a brand, or if a brand accidentally sent you funds. `BONUS` Select this type if this payment is to return a bonus (or portion of a bonus) to a brand. `PAID_PLACEMENT` Select this type if this payment is to return funds related to paid placements.
CampaignId	String	Required	Enter the brand's ID—reach out to the brand you're sending funds back to for this ID.
TrackerId	String	Not Required	Enter the Action Tracker ID (AKA Event Type ID)—reach out to the brand you're sending funds back to for this ID.
Amount	String	Required	Enter the currency amount you want to send the brand.
PartnerAccountId	String	Required	Enter the Account ID of the brand to which you want to send funds.
PaymentDate	String	Not Required	Enter the intended date on which the transfer will be debited to your account and credited to the recipient's account. Format: yyyy-mm-dd (e.g. 2020-01-01)
Comments	String	Not Required	Enter a comment for this transfer, which is shown to the brand. The maximum length is 255 characters.
InvoiceMonth	String	Not Required	Select the month in which the transfer should be invoiced: `CURRENT` `PAYMENT` If you select `CURRENT`, the invoice month will be determined based on the date this file is uploaded. If you select `PAYMENT`, the invoice month will be determined based on the PaymentDate provided.
EventDate	String	Not Required	Enter the date on which the transfer should be reported on. Format yyyy-mm-dd (e.g., 2020-01-01).
Currency	String	Not Required	Enter a currency for this transfer. The currency must be a three-character ISO 4217 code (e.g. USD, GBP, ZAR)

Initiate a payment

Create Partner Funds Transfer Reference

Initiate Payments to Brands in bulk

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