Creating an Affiliate Administrative Adjustment Transaction

by Zack Cilia

Last updated: 14-Aug-2026

An affiliate transaction can be created manually against a specific wallet when an adjustment or manual payment needs to be recorded. To create a transaction, navigate to the affiliate's profile and follow the steps below.

Step-by-Step Guide

1. From the selected Affiliate Profile, select Finances and Transactions from the left-hand menu.

2. Click Create New Transaction.

3. Select the type of transaction you want to create:

• Administrative Adjustment - Allows managers to make adjustments to an affiliate's balance.
• Manual Payment Issued - Used to record a payment amount created manually by a manager rather than generated by the system.

In this example, we’ll go through the Administrative Adjustment. 

4. Enter the Transaction Date and Display Date.

5. Enter a Reference and any relevant Notes, if required.

6.  Select the Transaction Adjustment Type - this is an internal label for Administrative Adjustments. Steps on how to create new Adjustment Types can be found here.

7. Enter the Transaction Amount. The amount must always be entered in the System Currency.

8. Choose whether the transaction should be visible to the affiliate.

9. Select the appropriate Internal Status for the transaction.

10. If required, assign the transaction to another manager using the Transaction Assignee field. This can be useful where your internal process requires another manager to review or approve the transaction.

11. In the Billing Entity (or Wallet) field, select the wallet against which the transaction should be created.

12. Click Create Transaction.

The transaction will then be created against the selected affiliate and wallet using the details provided.