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Based on the laws of the country where your business is registered, you might be required to ask your partners to provide invoices before you can pay them. With Partnero, you can ask your partners to upload an invoice when they submit a payout request. Alternatively, you can auto-generate invoices to simplify the process.

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How to request an invoice

  1. Open the program you’d like to work with.
  2. Go to Settings under Program and scroll down to Payout settings:
  3. Under Requirement for invoice, you can choose from:
    • Required if the invoice is mandatory,
    • Optional if the invoice is optional or
    • Generate automatically to auto-generate invoices. Click Update to publish your changes.

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Auto-generate invoices

Under the Requirement for invoice, you can opt to Generate** automatically**. If you select that option, you will be prompted to enter your Billing information: Click Edit and enter the information: Click Save and then Update.

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Payout request process and invoice review

If the invoice setting is updated to Mandatory or Optional, your partners will be presented with an upload field when requesting a payout: If you’re using the Auto-generate invoice option, a partner will be able to preview and attach an auto-generated invoice that will contain your billing details as well as the details the partner provides in the payout request: When reviewing the requested payout, you will be able to download and review the invoice before approving the request: