Managing partner commissions

Learn how partner commissions work on Dub, and how to create manual commissions or clawbacks (negative commissions).

This feature is only available on Business plans and above.

Where to find your program commissions?

When viewing your Partner Program navigation, click on the Commissions page, under the Insights group:

This opens up the commissions table view, where you can see a list of your historical commissions for your program:

Column	Data
Date	Commission date
Customer	The customer associated with the lead or sale
Partner	The partner earning the commission
Group	The group the partner belongs to
Type	The commission type (custom, click, lead, or sale)
Amount	The sale amount, or single count for custom, click, or lead rewards
Commission	The amount the partner will receive
Status	Current status of the commission. Learn more about statuses.
Additional actions	Actions to edit the commission, and copy the invoice ID

To analyze commission earnings over time, see Commission analytics.

Commission statuses

When a commission is recorded on Dub, it goes through the following statuses:

• Pending: This is the initial status for a commission. Depending on your program’s holding period, commissions can stay in “pending” status anywhere from less than a day to 90 days.
• Processed: When a commission has been added to a payout (after any applicable holding period), its status will change from “pending” to “processed”.
• Paid: When the payout containing the commission has been paid, the commission will be updated to “paid” status.

If needed, you can also update the status for a given commission accordingly:

• Refunded: If the sale for the commission was refunded. This is usually automatically detected via our Stripe integration, or can also be manually set via the dashboard or the API.
• Fraud: If a commission event was found to be fraudulent, you can mark them as “Fraud” via the dashboard or the API. This action cannot be undone.
• Canceled: If a commission event was canceled/voided (e.g. in cases of self-referrals where commissions are not eligible for payout), you can mark them as “Canceled” via the dashboard or the API. This action cannot be undone.
• Duplicate: If a commission event was found to be a duplicate, you can mark them as “Duplicate” via the dashboard or the API. This action cannot be undone.

Learn more about changing commissions statuses.

Single commission view

Each commission has its own page that provides further details about the commission, associated payout, and activity. This can be helpful when you need more details about a commission, or you want to know when something changed.

Editing commissions

You can change a commission’s status and edit the earnings amount for all unpaid commissions. This can be completed from one of two areas:

1. Commissions table

   From the Commissions table, click the ⋯ button and select Edit commission.

   
2. Single commission page

   From the single commission page, click the Edit button in the top right.

   

With the edit commission modal open, you can change the status and earnings amount of any commission that hasn’t been paid yet.

If you change a commission’s status to Canceled or Fraud, you’re also able to mark all previous commissions for this customer-partner pair as that status too. This will also prevent the partner from earning future commissions from this customer.

Earnings amount

You can only edit the earnings amount for custom commissions that haven’t been paid yet. If the earnings amount is changed, it will also appear in the activity log on the commissions page.

Bulk editing

You can bulk edit the status of multiple commissions at once by clicking the checkboxes next to the commissions you want to edit, then click Edit commissions.

From the modal, select the new status for the commissions and click save.

You can only bulk edit the status of commissions that haven’t been paid yet.

Creating manual commissions

Occasionally, you might need to create a one-off or recurring commission to account for a missed commission or other reasons. On Dub, you can easily create those commissions via the dashboard, and they will be included in the next payout for that partner.

This can be accomplished by clicking Create commission from your Commissions page.

It can also be accomplished by clicking Create commission from an individual partner profile

One-time commissions

Manual one-time commissions are often used when you want to send a thank-you or bonus, fix a missed commission due to a clerical or tracking error, or create a payout that isn’t tied to a customer, referral link, or transaction.

Input	Description	Required
Amount	Commission amount	✅
Description	Add a custom description	❌
Commission date	Enable to add a custom date. If a custom date isn’t added, it will auto-fill to the current date and time	❌

Lead commission

Manual lead commissions are one-time and based on your reward settings, so the commission is automatically calculated. Use this for rewarding a partner for a qualified signup or referral. If your program doesn’t have a lead reward, this option won’t show.

Input	Description	Required
Referral link	The referral link that the lead is attributed to	✅
Customer	The customer associated with the lead. Read more about adding a customer	✅
Lead event date	The date of the lead event. If no date is selected, it will auto-fill to the current date and time	❌
Lead event name	The name of the lead event.	❌

Recurring sale commission

Manual sale commissions are recurring and based on your reward settings, so the partner commission is calculated automatically after entering the sale amount. Sale commissions also create a sale event under your analytics, and updates your revenue statistics.

Input	Description	Required
Referral link	The referral link that the sale is attributed to	✅
Customer	The customer associated with the sale. Read more about adding a customer	✅
Event source	Create a new sale event, or import from Stripe	✅
Sale date	The date of the sale. If no date is selected, it will auto-fill with the current date and time	❌
Sale amount	The amount of the sale in USD.	Required if not reusing existing events
Invoice ID	The invoice ID of the sale. Can be used to fetch the commission later via the API	❌
Product ID	The product ID of the sale. Can be used to fetch the commission later via the API	❌

Creating a new customer

If the customer you need to associate the commission with doesn’t exist, you can create one in Dub to match your records. To do this, when searching for a customer in the customer field, click on Create new customer.

This will open up a modal where you can add your customer’s details or import from Stripe.

Once the customer is created, you can then associate any commissions to them, and future commissions will automatically be associated with that customer.

Input	Description	Required
Name	The name of the customer	❌
Email	The customer’s email	❌
Country	The customer’s country	✅
External ID	Your unique ID for this customer (e.g. database ID of email)	✅
Stripe Customer ID	Add a Stripe customer ID to attribute recurring sales to the partner	❌

Importing customers from Stripe

If you’ve already connected to Stripe, you can import your customer by clicking on Import from Stripe. This will allow you to search existing Stripe customers by their email, and click to import their details into Dub.

If a customer with the same Stripe Customer ID already exists in Dub, you won’t be able to import that customer.

Once selected, it will auto-fill the customer profile details. Click Create customer to add them to Dub.

Importing commissions from Stripe invoices

During the commission creation flow, you can choose between the following options:

1. Create new events: Create a new sale event entirely.
2. Import from Stripe: Create commissions from the customer’s existing Stripe invoice payment events

Then, once you click Create commission, this will import the customer’s paid invoices and record them as sale events + partner commissions to their customer page.

Creating a clawback

In the event an incorrect commission has been paid to a partner, you can create a clawback commission, which results in a negative commission for the partner and is subtracted from their next payout.

To create a clawback, click the More button next to Create commissions, then Create clawback.

Fields required to create a clawback:

• Partner: The partner receiving the clawback
• Amount: The clawback amount
• Clawback reason: Order canceled, Fraud, Terms violation, Tracking error, Payment failed, Ineligible partner, Duplicate commission, Other

After the clawback is created, you’ll see a negative commission in your table view:

The partner affected will see this reflected in their earnings view on their dashboard:

Exporting commissions

To export your commissions, click the more button next to Create commissions then Export as CSV.

In the Export commissions modal, select which fields you want to include in your export, then click Export commissions to initiate. An email will be sent to you with a link to download the CSV file.

To export commissions with any filters you currently have applied, make sure to toggle on “Apply current filters”. This will ensure that only the commissions matching your current filters will be included in the export.

After receiving the email, click Download export to download your commissions CSV file.