Genere la Comisión de Parlamentarios de Referencia y los Informes de Pago


Los siguientes informes se pueden utilizar para ver la actividad financiera de sus socios de referencia. Vaya a CRM> Informes> Referral Partner para ver los informes disponibles que le permitirán ver las comisiones pendientes, los reembolsos emitidos y los pagos emitidos.

Instrucciones paso a paso

1 - Libros mayores de socios de referencias

El informe de contabilidad del socio de referencia muestra toda la actividad financiera de los socios de referencia dentro de un rango de fechas específico, incluyendo el saldo inicial (anterior al rango de fechas), las comisiones ganadas (con el intervalo de fechas), los reembolsos (debido a reembolsos u órdenes canceladas dentro del intervalo de fechas) y un saldo final (saldo inicial más comisiones devengadas menos pagos emitidos y recuperaciones).

Puede filtrar este informe por programa de comisión, código, socio principal, estado del socio de referencia, campos personalizados, etiquetas y más. Además de utilizar este informe para emitir pagos, puede utilizarlo para:

     - Identificar al socio de referencia de mayor rendimiento y "graduarlo" al siguiente nivel de comisión a través de una actualización masiva.
     - Monitorear las cantidades de recuperación y ver qué socio de referencia está generando clientes que son un pobre ajuste para su negocio.
     - También puede iniciar sesión en su centro de referencia de socios con el inicio de sesión de un socio a través de este informe y/o ver el libro de contabilidad de un socio individual.

2 - Búsqueda de Pago de Socio de Referencia

La búsqueda de pago del socio de referencia muestra los pagos emitidos a uno o más afiliados dentro de un intervalo de fechas específico. Puede utilizar este informe para ver las estadísticas de pagos pasados y/o investigar una consulta de un socio de referencia específico. Puede filtrar este informe por id de lote, rango de fechas, cantidad, socio de referencia, etiquetas y campos personalizados. Este informe también diferenciará entre pagos manuales, pagos únicos y pagos por lotes.



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