Savings payments

A savings payment is created when a partner earns a reward for a referred client's savings activity during a given period.

Payment list

View the following information for each savings payment:

Partner User ID

The unique identifier of the partner who earned the reward.

Partner Name

The name of the partner who earned the reward.

Client ID

The unique identifier of the client whose savings activity generated the reward.

Savings Program

The savings program for which the reward was calculated.

Level

The program level at which the reward was calculated.

Period Date

The date of the period for which the reward was calculated.

Payment Amount

The reward amount.

Currency

The reward currency.

Status

The current status of a savings payment:

• Pending — the reward has been calculated and is waiting to be processed.
• Processing — the reward transfer is in progress.
• Processed — the reward was successfully transferred to the partner's account.
• Succeeded — the reward transfer was confirmed as successful.
• Failed — the reward could not be transferred to the partner's account.
• Cancelled — the reward was cancelled and will not be paid.

Created

The date and time when the savings payment was created.

Filter data

You can filter the data displayed in the table using the following criteria:

• Partner User ID — enter a partner user ID to display payments for this partner.
• Partner Name — enter a partner name to display payments for this partner.
• Status — select a status to display payments with this status.
• Period date range — select a start and end date to display payments for periods within the specified range.

After specifying custom filter criteria, click Apply filters to apply the changes.

Click Reset filters to reset all filters.