Payout Operations Checklist
Run a clean affiliate payout cycle from commission review through payment reconciliation.
Use this checklist before marking affiliate commissions as paid. It gives owners a repeatable payout workflow while Afglo tracks commissions and payout status.
When To Run It
Run the checklist on the payout cadence promised in your campaign terms. Monthly payouts are usually the simplest starting point because they leave room for refund windows, fraud review, and finance approval.
Pre-Payout Review
| Check | Why it matters |
|---|---|
| Confirm the payout period | Prevents commissions from the wrong month or cycle from being paid early. |
| Review pending refunds or chargebacks | Avoids paying commissions on revenue that may not settle. |
| Check suspicious traffic or self-referrals | Keeps payout decisions aligned with your fraud policy. |
| Confirm affiliate payout details | Reduces failed payments caused by missing or outdated PayPal, Wise, bank, or invoice details. |
| Apply minimum payout rules | Keeps small balances pending until they meet your campaign threshold. |
Prepare The Payment File
For each affiliate being paid, prepare a payout record with:
- Affiliate name and email.
- Payout method and payout destination.
- Currency and payout amount.
- Campaign name.
- Commission or conversion IDs included in the payout.
- Internal notes for holds, adjustments, or exceptions.
Group rows by payout method when sending payments through an external provider such as PayPal, Wise, bank transfer, or accounting software.
Send Payments
Before sending money, confirm the funding balance, payout provider limits, and any required approvals. Send the payout through your chosen provider, then save the provider reference, batch ID, or payment confirmation.
Do not mark commissions as paid in Afglo until the payout provider confirms that the transfer was sent successfully.
Reconcile In Afglo
After the payment provider confirms the transfer:
- Mark the included commissions or payout batch as paid.
- Add the provider reference or batch ID to your finance notes.
- Confirm that no failed payment was accidentally marked paid.
- Send the affiliate a short payment confirmation with the amount, period, and expected arrival timing.
Exception Handling
| Issue | Action |
|---|---|
| Missing payout destination | Keep the commission unpaid and ask the affiliate to update their payout details. |
| Refund or chargeback during review | Hold, reduce, or reject the commission according to the campaign terms. |
| Below minimum payout threshold | Leave the balance pending until the next eligible payout cycle. |
| Suspicious referral pattern | Hold payment and complete the fraud review before changing payout status. |
| Failed provider transfer | Keep the commission unpaid, correct the destination, and retry in the next payout run. |
Success Metric
Track the percentage of eligible payouts completed without affiliate support tickets. A healthy payout workflow should reduce missing-payment questions while keeping finance records easy to reconcile.