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Pague un grupo de socios de referencia a la vez

Introducción

Infusionsoft rastrea las referencias de los socios y calcula las comisiones adeudadas cuando una referencia hace una compra. Tendrá que emitir pagos a los socios de referencia en cualquier horario que haya definido en su contrato de socio. La emisión de pagos en Infusionsoft simplemente "pone a cero" el saldo del socio, los pagos reales se realizan fuera de Infusionsoft (por ejemplo, cheque, PayPal, etc.).

Si emite pagos de comisiones a grandes grupos de socios de referencia al mismo tiempo, ejecutará un informe de registro de socios de derivación para averiguar cuánto debe a cada miembro de referencia.

Instrucciones

1 - Vaya a CRM> Informes en el menú principal de navegación.

2 - Haga clic en el vínculo Ledgers de socios de referencia para abrir el informe.

3 - Introduzca los criterios de búsqueda para el informe (por ejemplo, el rango de fechas) y haga clic en el botón de búsqueda para ver los resultados.

4 - (Opcional) Haga clic en Ledger para ver los libros individuales de afiliados.

5 - Haga clic en el menú desplegable Acciones y seleccione Exportar para crear un archivo .csv de este informe.

Puede cargar este archivo en otro sistema o usarlo para emitir cheques.
Nota: También existe una opción para Imprimir libros de registro de socios de referencia si desea incluir una copia del libro mayor con su pago.

6 - Una vez que haya pagado a sus afiliados, debe registrar los pagos en Infusionsoft.

7 - Encuentre el mismo informe que utilizó para exportar los saldos de afiliados y haga clic en el menú desplegable Acciones y seleccione Crear pagos de socios de referencia.

8 - Elija el método que utilizó para calcular el importe del pago.

Nota: El mismo método de grabación se utilizará para TODOS los afiliados en el informe del libro mayor.

     - Comisión ganada para el intervalo de fechas: Este método aplica un importe de pago igual a la comisión ganada dentro del intervalo de fechas en el informe. Esto se muestra en la columna de comisiones del informe del libro mayor.
     - Saldo inicial más comisión ganada para el rango de fechas: Este método agrega la cantidad del saldo inicial y la comisión acumulada dentro del intervalo de fechas del informe. El saldo inicial puede ser un valor positivo o negativo. Un valor negativo es el resultado de las devoluciones de clientes que implican clawbacks de comisión.
     - Saldo final: Este método registra un importe de pago igual al valor de la columna de saldo final del informe. El saldo final se calcula sumando el saldo inicial y las comisiones juntas, luego restando los pagos emitidos dentro del rango de fechas.

9 - Revise el tipo de pago, el ID de lote y la fecha.

Esta información es generada por el sistema, pero puede cambiarla. El ID de lote es un código de fecha (por ejemplo, Lote-20150624 = 24 de junio de 2015.)

10 - Haga clic en el botón Proceso de acción para aplicar los pagos.

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