Creating Transactions

Applies to: Power plan only.

Transactions allow you to send and manage payments. DirectPay, housed within Transactions, allows you to pay creators directly through the platform. Creator payments that are sent through the platform are sent via PayPal.

All transactions can be associated with contacts, posts, tracking links, etc. By building associations between these items, you gain a variety of ways to review and analyze your data. 

Requesting Access to DirectPay

In order to send payments using DirectPay, you will first need to request access to DirectPay. Once your request is processed by our team, you will be notified via email.

  • To request access navigate to Transactions > Request Access
  • From here, your request will be reviewed by our team. If your request is approved, you will be notified via email. 

Adding Funds to Your Account

Before you can send payments, you will need to add funds to your account. Adding funds via a credit card are processed through Stripe.

Important note: You must have the “Add Funds” permission in order to fund your account.  If you do not have this permission, please contact your organization admin. You will not be able to deposit more funds than your allocated daily limit. 

  • To add funds, navigate to your account under the Accounts tab.
  • From here, click on the name of the account that you would like to add funds to and then + Add Funds
  • A modal will appear where you can add your funds. Enter the amount and then select Continue
  • You will then be taken to our checkout screen where, if you do not have a card already on file, you will enter your credit card and billing information. 
  • Once completed, select Add Funds

Creating Payments

  • To create a payment, navigate to the Transactions module and click Add Payment.
    • If you need funds added to your available balance by an account admin, select Request Funds.
  • From here, you will be able to enter all of the information for your payment. 
    • Recipient: The creator or company that you will be sending your payment to. 
    • Additional Details: Enter the date you would like your payment sent and the description or title of the payment here. 

Please note: The scheduled date is when the payment will be sent. 

Line Items  

A payment can be broken down into one or more line items.  

  • To add an additional line item, select Add Line Item.
  • From here, enter the information that best matches the line item you are creating. 
    • If needed, you can upload a receipt in the attachments field. 

Associating Payments 

Associations allow you to associate contacts, campaigns, content, etc., to your payment. Flex will automatically surface new data as additional associations are made.

  • To associate your payments, select the dropdown > association type.
  • After selecting your association type, click the Add Association box to populate your existing items.
    • At this point, you can choose one of your existing items or create a new one.  
  • Once you have finished adding your associations, select Send Payment