Customers & commissions
Customers, submitted leads, transactions and commissions: everything on the Customers page.
By Nick1 author18 articles
Customers
Customer statuses and how to add, import, update, suspend or delete customers.
- Customer statusesWhat each customer status means and how it affects tracking and commissions.
- Manually add a customerCreate a customer and credit them to a partner, for referrals Tolt didn't track on its own.
- Update a customer's statusChange a customer's status from the Customers page or from their profile.
- Import customers from your payment processorBring a customer and their past payments in from Stripe, Paddle or Chargebee, and credit them to a partner.
- Suspend a customerPause tracking for a customer, so their new payments don't create commissions.
- Delete a customerPermanently remove a customer and their data, such as a duplicate or test customer.
Submitted leads
Review leads that partners submit manually.
Transactions
How payments are recorded, and how to create, import or delete them.
- TransactionsWhat a transaction is in Tolt, and how a customer's payment turns into a partner's commission.
- Create a transactionRecord a payment by hand, so Tolt runs your flows on it like any other transaction.
- Import transactions from a payment processorPull a missed payment in from Stripe, Paddle or Chargebee and run your flows on it.
- Delete a transactionPermanently remove a payment record that's wrong or no longer needed.
Commissions
How commissions are created, approved, edited, rejected and deleted.
- How commissions workHow Tolt creates a commission from a customer's payment, and how it moves from pending to paid.
- Commission statusesWhat each commission status means, and which commissions get paid to partners.
- Approve commissions automatically or manuallyChoose whether a flow's commissions are approved right away, after a set number of days, or by you.
- Create commissions manuallyAdd a commission for one partner, or the same one-time commission for many partners at once.
- Edit commission amountsCorrect a commission's amount, or adjust many commissions at once.
- Reject commissionsStop commissions from being paid, one at a time or several at once.
- Delete a commissionPermanently remove a commission. To keep the record, reject it instead.