We've made some changes to the partner Rewards and Invoices process!
The beta for this was released on Tuesday, April 30th and will not affect the generation of your upcoming Invoice.
You'll now notice that an “Invoices” tab has been added to the sidebar, making it much easier to access and manage your Rewards & Invoices.
The “Review Rewards” tab allows you to review current rewards being earned by your partners, and the “Invoices” tab displays a list of current and past partner reward invoices.
Note: Drip Rewards are staying within the Settings tab.
Why did we do this?
We found that having the Partner Rewards view and invoices buried in Settings > Billing > Invoices was unintuitive and made your workflow harder. By surfacing these two features, we can simplify the rewards review process for you.
When reviewing your rewards on the new Rewards page, you'll notice some changes in terminology and workflow.
Rewards that were formally referred to as “Pending” has now been renamed to “New".
Updating a Reward status to “Approved” allows it to be automatically moved to the current or upcoming Invoice.
Updating a Reward status to “Declined” now requires a decline reason. This reason is displayed to the Partner within the partner dashboard.
We've added a new Reward status, “Hold”. This allows you to delay adding Rewards to an Invoice for an undetermined time. However, setting a Reward to “Hold” requires a hold reason which is displayed to the Partner.
Possible reward states
|Old State||New State||Context|
|Pending||New||This is a reward that has not been reviewed yet|
|Approved||Approved||Selecting this status will move the reward to the current or upcoming invoice|
|Declined||Declined||Selecting this status requires a reason for the decline, which is shared with the partner within their partner dashboard|
|Hold||Selecting this status puts a brief pause on a reward being paid out so that the company can investigate or gather information before approving or declining|
Do I need to manually approve all of my Rewards?
Yes, this allows you to review and confirm your Partners’ Rewards before they get paid.
Please note: PartnerStack will automatically approve all eligible Rewards (status of “New” and generated during the current Invoice cycle) and add them to the current Invoice at the point of Invoice creation.
Can I update the status of a Reward if it has already been approved?
No, an Approved Reward cannot be updated.
However, you can use the “Report issue” feature to remove Reward items which are already on an Invoice.
Can I update the status of a Reward if it has already been declined?
Yes, a “Declined” Reward can be updated.
What happens when I approve a Reward?
The Reward is automatically included in the next Invoice.
Partner sees a notification in their dashboard but doesn’t receive an email notification.
What happens when I decline a Reward?
Declining a Reward requires a decline reason to provide context to the respective Partner.
The Partner sees a notification in their dashboard but doesn’t receive an email notification.
Can I bulk approve Rewards?
Yep! You can use the checkboxes to select multiple Rewards and Approve or Decline them as necessary.
Declining multiple Rewards will require a decline reason be provided. This decline reason will be applied to all selected Rewards.
What happens to Rewards if I don’t approve or decline before the Invoice is generated?
PartnerStack will automatically approve all eligible Rewards (status of “New” and generated during the current Invoice cycle) at the point of Invoice creation.
Can I remove a Reward line from an Invoice?
Yes, the “Report issue” option on the Invoice allows you to remove Rewards already placed on an Invoice so long as you provide a reason for the removal. This reason is displayed to the Partner for transparency on why they didn’t earn the Reward.
The Invoice view has been updated to be more clear and manageable for you and your teammates.
Previously, when reviewing your partner reward invoice, to dispute a reward you would "Flag" it. This would notify PartnerStack to remove the reward from the invoice. This option still exists, but it has been renamed to “Report issue” and requires a decline reason which is shared with the Partner within their dashboard.
When is an Invoice created?
If you’re on a monthly Invoice cycle, your Invoice is created on the last day of the month and is open for review for 7 days before automatically being charged on the 8th of the following month.
Can I bulk remove items from an Invoice?
Unfortunately, you cannot bulk flag/remove/report Reward lines from an Invoice.