Clicking on the Payments link in the top navigation will take you to the Payments page showing all amounts due to licensees based on the triggered commission structures applied per product via active subscriptions.
Payments are generated via the billing cycle. See Billing Cycle for more information.
The Payment page shows data based on the filters located at the top of the page:
Search: Allows you to search on any value within any column. Having data here will result in the data being displayed to limit itself based on the search query.
Month: Allows you to pick a specific month and year to see the Referrals submitted within that specific month.
Each row of data represents 1 trigger per product. This means if your product has 2 or more active triggers for multiple commission payouts for the month that you will see 2 or more rows per subscriber.
Within the data columns for the Subscriptions page you can review the following pieces of information about each subscription.
Licensee: The licensee whom the payment amount is due.
Referral: Shows you the customer's name, Customers Company Name, customers email address, and the referral ID they were converted from.
Date Converted: The date the lead was converted to a active subscription
Summary: A brief explanation of this rows commission to the licensees based on the trigger applied at the time of customer conversion
Amount Due: The amount currently due based on the previous months subscription amount.
Amount Due: If the subscription was based on a custom amount you can modify the Amount Due by clicking on the pencil icon.
If you can not edit an amount that needs to be modified please contact your Restaurant Heros account manager.
The Total Due for Month located below the data column will always show the total for all payments within the MONTH filter currently in use regardless of other filters applied to limit the amount of data in columns.
No data on this page is editable. If an adjustment needs to happen you will need to contact your Restaurant Heros account manager.
Below the data columns, in the lower left, you can use the #/page dropdown to change the number of payments within the data columns at one time. You can select from 10, 25, 50, & 100.
Below the data columns, in the lower right, you can use the page numbers to locate more payments if there are more than can fit in the current data column set.
Exporting Payments
Below the data columns, in the lower left, you can use the [Copy] or the [CSV] buttons to get a copy of all payments for the current month as defined by the MONTH filter at the top of the page.
Copy: Will copy the payments to your PC/Device clipboard allowing you to paste the data into another program, such as notepad.
CSV: Initiates a download of the payments in a CSV file to be later opened in a supporting program, such as Microsoft Excel.