How to Set Up Manual Payments (Premium plan)
Manual payments allow you to track commission earnings and payout history inside Simple Affiliate while issuing the actual payments externally through your preferred bank or transfer service.
How to Configure Manual Payments
Navigate to Payout Settings: From your main merchant dashboard, go to Settings > Payout.
Enable Manual Payments: Toggle the Manual payments switch to active.
Enable Detail Collection: Click Configure, then toggle on Collect payment details at signup to display these fields to new applicants.
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Select Payment Detail Requirements: Choose the specific information you need from your partners:
Payment email: Collects a general payment email address.
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Bank details: Collects direct banking information. Toggle on your required fields:
SWIFT / BIC code
Routing / bank code
Account number / IBAN
Save Changes: Click Save in the top bar to finalize your settings.
Customizing Bank Field Names
If you need to adapt field terminology for local banking standards (for example, renaming "Routing / bank code" to "Sort Code" or "BSB"), you can update the labels at any time:
Go to Settings > Translations.
Open the Payment details group to customize the names of your banking fields.
Any changes saved here will immediately reflect on both your signup form and inside the partner's affiliate dashboard.
Important Rules to Remember
Premium Plan Requirement: Manual Payments is a Premium plan feature. If you are on the Pro plan, you will need to upgrade to access this option.
Default Method Integration: Selecting the Default radio button next to Manual payments makes these the payment fields shown on your signup form.
Monthly Schedule: Enable the Monthly schedule toggle to automatically build payout batches at the end of each month for affiliates who cross your payout threshold.