How to Assign Partners to Sales (Invoices & Virtual Terminal)

Overview:

Deposyt allows you to manually assign partners to sales that are not generated through tracking links. This ensures partners still receive credit for offline or direct transactions.

Follow the steps below to assign partners to sales in the Messages module:

Step 1: Identify When to Assign a Partner Manually

Use manual assignment when:

• A partner referred the customer offline
• A deal was closed over the phone
• You are sending an invoice directly
• You are using the Virtual Terminal
• The customer did not use the partner’s link

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Step 2: Assign a Partner to Invoices

When creating or sending an invoice:

• Select “Assign Partner” (or your internal label)
• Choose the partner from your list

This ties the sale to that partner once payment is made.

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Step 3: Assign a Partner in the Virtual Terminal (VT)

When processing a payment manually:

• Add products or charge amount
• Select the customer
• Assign the partner before completing the charge

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Step 4: Assign a Partner in Orders (Post-Sale Editing)

If needed, you can assign a partner after a sale:

• Open the order
• Edit attribution
• Assign the correct partner

Note:
This should be used carefully to maintain accurate reporting.

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Step 5: Understand How Commission Works on Assigned Sales

Once a partner is assigned:

• Commission is calculated the same as link-based sales
• Applies to:
  • One-time purchases
  • Subscriptions
  • Future recurring revenue (if applicable)

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Step 6: Follow Important Rules

1. One Partner Per Sale
Each sale can only be attributed to one partner.

2. Assignment Locks the Attribution
Once assigned:

• All future revenue tied to that order follows that partner
• Including upsells, edits, and renewals

3. Refund Handling Still Applies
If a refund happens:

• Commission adjusts (before payout)
• Or clawback applies (after payout)

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Step 7: Apply Best Practices

Always Assign at the Time of Sale
Avoid going back later. Assign partners during:

• Invoice creation
• VT checkout

Create Internal Rules
Have your team follow clear guidelines:

• When to assign
• Who gets credit
• How disputes are handled

Use Notes for Clarity
Add a note on the order:

• “Referred by John (manual)”

This avoids confusion later.

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Summary

Manual partner assignment ensures:

• No referral is missed
• Offline sales are still tracked
• Partners are rewarded fairly

Deposyt gives you full control over attribution—even outside of tracked links.