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Task Frequency: monthly
Estimated Time: 30-45 minutes per month
Who is responsible:
Bookkeeper: Ivy
How to Process Affiliate Payments
Once the spreadsheet is up to date and new payments confirmed, book keeper will complete the payments to affiliates.
Step 1: Reference the Contact Record in Infusionsoft for the Affiliate's ABN.
Log into qs101.infusionsoft.com using your IS username and credentials.
Navigate to CRM > Contacts > View Contacts and search for the affiliate.
Once you locate the affiliate open their contact record and go to the tab "Person Notes"
It will be located here:
Page updated
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