HasOffers Documentation

Easily set up payment terms, create invoices and track payments. All billing management is located under the Billing Tab.

View Affiliate Balances

To view affiliate balances, hover over the “Billing” tab and select "Affiliate Balances". Click on the "Account" column heading to sort Z – A; click again to reverse.  You may also sort by “Payment Terms” and “W-9”.  Negative balances, noted by parentheses ( ), mean that you have a credit balance with your affiliate and nothing is owed.

View Affiliate Billing History

To view an affiliate’s Billing History, hover over the “Billing” tab and select “Affiliate Balances”.  Click on the affiliate’s name in the “Account” column.  Here, you can view all of the affiliate’s Invoices and Payments as well as the Outstanding Balance.  The Outstanding Balance is all Invoices less all Payments.  Each Invoice is recorded as a positive number, while each Payment is recorded as a negative number noted by parentheses ( ).  If your Outstanding Balance is negative, noted by ( ), then you have a credit with that affiliate.

Set Billing Preferences for Affiliates

To set billing preferences for affiliates, hover over the “Billing” tab and select “Affiliate Balances”. Click on the account name and select “edit” next to Billing Preferences.  Edit the Payment Terms, Preferred Method, and payment details and click “Save”.

Net 7: Invoice is auto-generated weekly on Mondays for the prior week.

Net 30: Invoice is auto-generated monthly on the 1st  of each month for the prior month.

Invoice: Invoices are NOT auto-generated. All invoices for this account must be manually created.

Pay Outstanding Balances

To quickly record payments for multiple affiliates, hover over the “Billing” tab and select "Quick Pay". This is a list of all positive outstanding balances. Affiliate accounts that have a negative balance are not shown.  Review the payment Method, Date of payment, Amount and/or Memo before you select “Pay”. By selecting “Pay” next to each outstanding balance, this will generate a Payment in the affiliate’s Billing History and marks all invoices as paid. Note: This is for record keeping only; your affiliate is not paid until you actually send payment.  If an Outstanding Balances doesn’t look correct, click “Billing History” next to the account’s name to view all invoices and payments.  There, you can add/delete any statements to change the Outstanding Balance.

Make a Mass Payment in PayPal

Anyone with a Premier or Business PayPal account can send multiple payments instantly.  With HasOffers, you can export all of your payment information into PayPal’s Mass Payment File Format.  Hover over the “Billing” tab and select “Quick Pay”.  All affiliate accounts with PayPal saved as the preferred method can be exported.  Click “Export PayPal Balances”.  You may then select the balances that you would like to export by checking the box next to each affiliate account.  Check the top box to select all, or click “Only net 7” or “Only net 30”.  Once you have made your selections, you may choose to “Export Only” or “Export and mark as paid”.  “Export and mark as paid” will create a payment in each Billing History and will mark all invoices as Paid.  Save your exported file to upload into PayPal’s Make Mass Payment feature.

Create Invoice

To create an invoice, hover over the “Billing” tab and select "Manage Invoices". Click the "Create Invoice" link on the far right. Simply select the account from the drop down menu that you would like to create an invoice for. (Shortcut: once you’ve clicked on the drop down menu, you can begin to type the account name.) Enter the start and end dates and select "Recompute Invoice". You can create a memo to the affiliate and add personal notes to keep track of invoice details, special circumstances or any other specific details that should be noted. Click “Create” at the bottom to save the invoice in the affiliate’s Billing History.

Edit an Invoice

To edit an invoice, hover over the “Billing” tab and select “Manage Invoices”. Default search fields are “All Time” and “Show Only Unpaid Invoices”. You can define these by selecting the drop down menus and select “Go”. Click the Invoice you would like to edit in the Statement Column. At the bottom, under Details History, you can add or subtract Conversions and Payout. Select “Update” if you’d like to save these changes. Note: Editing an invoice is different than adjusting conversions.  Editing an invoice’s Conversions or Payout only affects the particular invoice.  When you select “Adjust Conversions” under the “Affiliates” tab, the changes in conversions and revenue directly affect the stats and all subsequent invoices.

Delete an Invoice

To delete an invoice, hover over the “Billing” tab and select “Manage Invoices”. Default search fields are “All Time” and “Show Only Unpaid Invoices”. You can define these by selecting the drop down menus and click “Go”. Select the Invoice you would like to delete in the Statement Column.  Select “Delete Invoice” in the top right. This invoice will now be deleted from the affiliate’s Billing History.

Make a Payment

To make a payment, hover over the “Billing” tab and select "Manage Payments". Click the "Make Payment" link on the far right. Simply select the account from the drop down menu that you would like to record a Payment for. (Shortcut: once you’ve clicked on the drop down menu arrow, you can begin to type the account name.) Enter the Date of payment, Payment Method, details and click “Pay”.  This Payment will now be recorded in the affiliate’s Billing History.  Remember to mark any unpaid invoices as paid at the bottom of the screen if applicable.  Note: This is for record keeping only; your affiliate is not paid until you actually send payment. 

Edit a Payment

To edit a payment, hover over the “Billing” tab and select "Manage Payments". Default search fields are “All Time” and “Show All Payments.” You can define these by selecting the drop down menus and click “Go”. Click the Payment you would like to edit in the Statement Column. Make your changes to any fields. Click “Update” if you’d like to save the changes.

Delete a Payment

To delete a payment, hover over the “Billing” tab and select "Manage Payments”. Default search fields are “All Time” and “Show All Payments”. You can define these by selecting the drop down menus and click “Go”. Click the payment you would like to delete in the Statement Column.  Select “Delete Payment” in the top right. This payment will now be deleted from the affiliate’s Billing History.

Update QuickBooks or other Accounting Software

To update accounting software, hover over the “Billing” tab and select "Manage Invoices”. Go to “Show all invoices” and View Stats for “All Time”. Click “Go”. Enter these invoices into your Accounting Software as Bills or Invoices. Next, select “Manage Payments” from the “Billing” tab. Select “Show only successful receipts” and View Stats for “All Time”. Click “Go”. Enter these into your Accounting Software as Bill Payments or Invoice Payments.