Finance section overview

The Finance section includes three tabs:

• Balance breakdown. 
  This tab shows your current balance and detailed information about bookings and earnings. It also shows the history of bookings including their statuses, total value, and final amount of earnings made. Remember that earnings are paid out when the minimum amount specified in the Payout method section is reached on your balance.
• Payouts history: contains information on all the months during which payouts were made to the partner's account.
• Payout methods: allows you to set up the details required to receive the earnings to your bank account or via other methods.

Current balance and upcoming payout

Your current balance is shown in the top-left corner of your account. If you click the balance amount, the Balance breakdown tab opens.

• Next to your current balance, you can also see the amount expected to be paid in the upcoming month.
• All amounts are displayed in the currency selected in the Payout methods tab.
  If you change the currency on your payout method, your balance will be recalculated according to the exchange rate on the day of each booking. For conversion we use the exchange rate from the website: https://openexchangerates.org  

Balance breakdown

The tab shows your bookings, earnings, and balance changes.

The report contains the following:

• Filters section that allows you to set up the displayed balance change history. The section includes the following filters:
  • Select dates — allows you to set a time period (the selector shows only the months when the funds were received. Paid-out earnings can be found in the Payouts tab).
  • Status — the booking status.
  • Program — allows you to display financial changes in the context of one program.
  • Action ID — search by unique activity identifier assigned to each booking.
• The table contains the following columns:
  • Program — the program's name that pays the earnings (or adjusts the balance).
  • Date — date and time of the creation of the booking.
  • Description — booking description (route or any other information about booking).
  • Status — current status of the booking.
  • Booking value — the value of the booking.
  • Earnings — the partner's revenue for the booking. When a reward is earned, a positive amount is displayed. When a write-off occurs, a negative amount is displayed.

Payouts history

On the Payouts history tab, you can see information about the amounts of payouts by month and year when they were received.

 

The tab contains the following information:

• Month and year selection block - the area on the left shows the year and month in which the payout from Travelpayouts was received. If you click on the month, the data in the table will be updated and you will see the details of payouts for the selected month/year.
• General information about the payout - three blocks at the top of the screen that contain the following information:
  • Payout amount
  • Method — the account to which the payout was made
  • Invoice comment — any additional information about the payout
• The Bookings and earnings table contains information about the payout date (payout is made automatically once a month, more details here), and the following columns:
  • Program — a program that influenced the balance
  • Booking date — date and time of the booking
  • Earnings — income amount (balance changes)
  • Details - see the information about the action that was the source of the reward.

Payout methods

On this tab you can add and manage your payout methods. 

You can learn more about adding a new method in the following article: Payout methods. Please remember to verify your email address to be able to add payout method.

Note: The earnings amount in the Balance and Payouts tabs will be displayed in the currency selected in your payout method.

You can change the payout method at any time. Please note, that the minimum payout amount depends on the selected method. The minimum payout amount defines when you will receive the automatic payout via the specified method.

Note: Some payout methods may become unavailable upon changing your country of tax residence.

Once the payout method is added or changed, you will see the updates in the Payout methods change history table at the bottom of the Payout methods tab:

The table consists of three columns:

• Details —includes the name of the payout method, full name, and additional details that were previously added to the method.
• Minimum payout — the minimum payout amount set for the payout method.
• Date — the date of the change.