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Manual Transaction Approval

Learn how to manually approve or reject affiliate transactions before they become eligible for payout.

Emil Klitmose

Written by Emil Klitmose

Updated recently

What is Manual Approval?

Manual approval is a feature that allows you to review and approve affiliate transactions (sales and leads) before they become eligible for payout. When enabled, all new transactions will be held in a "pending" state until you explicitly approve or reject them.

By default, transactions are auto-approved, meaning they immediately become eligible for payout after the configured payout delay period. With manual approval, you add an extra layer of control over which transactions generate affiliate commissions.

When to Use Manual Approval

Manual approval is useful in several scenarios:

  • Fraud prevention: Review transactions for suspicious activity before paying commissions
  • Quality control: Verify that leads meet your quality standards before approving them
  • High-value transactions: Manually review large sales to ensure legitimacy
  • New affiliates: Monitor initial transactions from new affiliates more closely
  • Specific promotions: Review transactions from special campaigns or promotions

Enabling Manual Approval

To enable manual transaction approval for a program:

  1. Go to your Dashboard and navigate to Programs
  2. Select the program you want to configure
  3. Click Edit to open the program settings
  4. Find the "Auto-approve transactions" toggle and turn it OFF
  5. Save your changes

Once disabled, all new transactions for this program will require manual approval.

Reviewing Pending Transactions

When you have pending transactions awaiting approval, you'll see a "Transactions" item appear in your dashboard sidebar with a badge showing the count of pending items.

Click on Transactions to view all pending transactions. The page shows:

  • Type: Whether it's a sale or a lead
  • Program: Which program the transaction belongs to
  • Affiliate: The affiliate who referred the transaction
  • Details: Sale amount, customer info, or lead data
  • Commission: The commission amount to be paid
  • Date: When the transaction occurred

You can filter transactions by type (All, Sales, Leads) using the tabs, or by program using the dropdown filter.

Approving Transactions

To approve a transaction:

  1. Find the transaction you want to approve
  2. Click the Approve button on that row
  3. The transaction will be approved and move to the Payouts page

Once approved:

  • Sales become "confirmed" and enter the payout delay period
  • Leads become "approved" and are ready for payout
  • The affiliate will see the transaction in their Payouts page

Rejecting Transactions

If you determine a transaction is fraudulent, invalid, or doesn't meet your criteria:

  1. Find the transaction you want to reject
  2. Click the Reject button on that row
  3. The transaction will be marked as rejected and no commission will be paid

Note: Rejecting a transaction is permanent. The affiliate will not receive a commission for rejected transactions.

Bulk Actions

For efficiency, you can approve or reject multiple transactions at once:

  1. Use the checkboxes to select multiple transactions
  2. A bulk action toolbar will appear showing the number of selected items
  3. Click Approve or Reject to process all selected transactions
  4. Confirm the action in the dialog that appears

Keyboard shortcuts: When items are selected, press A to approve or R to reject all selected transactions.