> For the complete documentation index, see [llms.txt](https://docs.exads.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.exads.com/ad-server/payments/saas-pub-payments-tab.md).

# Managing Publisher Payments

![the payments tab](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FMLBmdG3IrjccmdLEdJT7%2Fsaas-payments-publisher-tab.png?alt=media\&token=3157406d-4717-4851-aa54-3be0a24e532a)

As a **Super Administrator**, **Administrator**, or **Finance** user, you will see a **Payments** > **Publishers** tab where you can see all the Publisher transactions on your Ad Server.

{% hint style="info" %}
**Note**:

* The **Payments** tab is where you keep records of the transactions on your Ad Server; it does not actually make payments or send money.
* All invoices shown here and in Publisher pages are self-invoices. They are generated on the Publisher’s behalf. This avoids relying on Publishers to submit invoices before payments can be processed.
* When a Publisher account is set to **Automatic Payment** in their [**Account Profile**](/ad-server/accounts/saas-network-edit-client.md#publisher-payments) the invoices will be generated automatically on a **Weekly** or **Monthly** basis.
  {% endhint %}

## Columns in the Publisher Payments Tab

![the payments tab](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FSaWTSmV8XK74YqAbWoTg%2Fsaas-pub-payments-columns.png?alt=media\&token=fc0d68a3-5dc5-4b36-b604-955c30531458)

By default the **Publisher Payments** tab will show the following columns:

* **ID**: The ID number of the payment item.
* **Username**: The name of the Publisher.
* **Company Name**: The name of the Publisher's company.
* **Payment Type**: Whether the payment method is PayPal, Paxum, Wire Transfer, etc.
* **Date**: The date the invoice was created.
* **Payment Period**: The time period for which the invoice is effective.
* **Gross Amount (Payment Currency)**: The amount for the invoice in the currency of the Publisher.
* **VAT Amount (Payment Currency)**: The amount of VAT or sales tax applied. This will read N/A if it is not applicable.
* **Net Total Amount (Payment Currency)**: The total amount of the payment. The sum of **Gross Amount** plus **VAT Amount** in payment currency.
* **Status**: The status for the payment:
  * **Pending**: The item is awaiting payment.
  * **Paid**: The item is paid.

## Actions in the Publisher Payments Tab

### Editing and Viewing Items

![the payments tab](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FOUzz9mmsepZUb1e3T1QY%2Fsaas-publisher-payments-action-icons.png?alt=media\&token=c6973623-fcff-4736-989d-6ca05717504a)

On the left side of each item, you will see the **Edit** and **View** icons.

Click on the view icon to view the Invoice and if you wish, you can then choose to download a PDF or print it.

{% hint style="info" %}
**Note**:

* For Manual Invoices, you can edit the Amount, VAT and Status fields.
* For Auto Invoices, you can edit only the Status field.
  {% endhint %}

### Downloading a CSV Document

![the payments tab](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FJJAYk4OiuuEVjpmgjXX4%2Fsaas-adv-payments-download-csv.png?alt=media\&token=41ae79e3-5023-4bd0-89c9-1a2b276e33da)

Click **Download CSV** to download a CSV document of the information on this page: **Download Visible Data** to download only what is on the screen. This will only include data from the columns you have chosen to include in your [column settings](#selecting-which-columns-to-show).

## Searching the Publisher Payments Tab

![the payments tab](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FsqlYwVsUJktoCreeg6ne%2Fsaas-pub-payments-search.png?alt=media\&token=3fade73f-0a15-4997-8138-cb32861418bd)

You can search the **Publisher Payments** tab by ID or Username. Click **RESET FILTERS** to reset the search.

## Selecting Which Columns to Show

![the payments tab](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2Fxc4KW3BzUHCevKBALfUj%2Fsaas-pub-payments-general-columns.png?alt=media\&token=b3bb4b1a-21af-4bd2-8523-2dff586fbd2b) ![the payments tab](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FVcSoRV8fSPV0UM7Lg8Mz%2Fsaas-pub-payments-bankdetails-columns.png?alt=media\&token=c25f4775-402c-425e-bbdc-57971d8fd06c)

You can select what columns to see in the Publisher payments tab by clicking **General** and/or **Bank Details** and choosing the columns you wish to show.

{% hint style="info" %}
The column options for the Bank Details section are hidden by default. You can enable the options by choosing the columns you wish to show.
{% endhint %}

## Filtering the Publisher Payments Tab

![the payments tab](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2Fx5cYdMSLyuZt9U34c1dZ%2Fsaas-pub-payments-filters.png?alt=media\&token=ad700f6d-116a-4d2b-99c9-00df096c6df7)

You can filter the Publisher invoice list in several ways by clicking on the **+ ADD FILTER** option:

* **Account Status**: Filter by whether the account status is:
  * Active
  * Archived
  * Email Not Verified
* **Currency**: Filter by the currency for the payment.
* **Due Date**: Filter by the date that the invoice is due to be paid.
* **Gross Amount (Payment Currency)**: Filter by amount for the invoice in the currency of the Publisher.
* **Invoice Date**: Filter by the date that the invoice was created.
* **Net Total Amount (Payment Currency)**: Filter by the total amount of the payment.
* **Payment Mode**: Filter by whether the payment mode is:
  * Automatic Payment
  * Disabled Payment
  * Manual Payment
* **Payment Type**: Filter by whether the payment method is:
  * Paxum
  * PayPal
  * WebMoney
  * Wire Transfer
* **Personal Income Tax**: Filter by amount of Personal Income Tax.
* **Status**: Filter by whether the invoice status is:
  * Canceled
  * Failed
  * Paid
  * Pending
  * Processing
* **Username**: Filter by users for whom the invoice is generated.
* **VAT Amount (Payment Currency)**: Filter by amount of VAT or sales tax applied.

When you have chosen your filtering options, click the **Apply** button to the right of the filtering options. Click **RESET FILTERS** to start again.

## Creating an Invoice in the Publisher Payments Tab

![the payments tab](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2F76i4BkYBwolUnIae5SO2%2Fsaas-pub-payments-create-invoice.png?alt=media\&token=6d69828c-c364-4355-a187-9f8b75642787)

An invoice is an official document recording a transaction and showing the amount due. You can create a new invoice on behalf of the Publisher (self-invoice) by clicking on the **New Invoice** button and filling out the form by mentioning the following:

* **Payment Period**: The time period for which the invoice is effective.
* **Amount**: The amount for the invoice in the currency of the Publisher.
* **VAT/Tax**: The amount of VAT or sales tax applied. This will read N/A if it is not applicable.
* **Username**: The name of the Publisher.
* **Status**: The status for the payment: Pending or Paid.

## Payout Integrations

Automating invoice payments is possible, eliminating time-consuming manual transactions. Ad servers equipped with automated payment capabilities can expedite payments to publishers through various methods, saving time on interactions with different payment providers.

The Ad Server can be integrated with the following payment providers:

* BitPay
* Nuvei
* Paxum
* Paypal
* WebMoney
* Wire Transfer ([Kantox](https://www.kantox.com/en/))
* XBO

### Individual Payments

For individual payments, click on the Pay action icon on the invoice you choose to pay individually.

![Individual Payments](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FdH3BKgos9zWpuZJhSmiy%2Fsaas-payments-pub-singlepay.png?alt=media\&token=16223e02-9fde-4c49-b41f-d69c3ea1e2b2)

### Mass Payments

![Mass Payments](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FbME76ztgtGz0PDqx5UW0%2Fsaas-pub-payments-mass-payments.png?alt=media\&token=47ef9b01-5f03-46af-9a17-60cb7449361e)

Using this feature, Administrators and Finance users of an Ad Server can make a mass payment for pending invoices.

For Mass payments, click on the **MASS PAY** button on the **Payments** > **Publishers** tab.

![Mass Pay Button](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FC6xWES6RUUiKtDY3zuY4%2Fsaas-pub-payments-mass-pay-button.png?alt=media\&token=cc609130-54fc-41bc-b5a6-1434da7bba96)

* Choose the desired payment method.
* A modal is displayed detailing all Publisher invoices eligible for payment.
* Pending invoices belonging to an active Publisher with Payment Mode set to Manual or Automatic are eligible for mass payment.

![Modal Publisher Invoices](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FWJvNHVgSgvrEJsmc7uEY%2Fsaas-pub-payments-modal-publisher-invoices.png?alt=media\&token=3d5c8bee-100d-4bf9-9fd2-f363330473bd)

Clicking the **MASS PAY** button in the modal will send all relevant invoices for payment processing.

### Mass Pay Using the Bulk Bar or Mass Pay Button

To make payments for multiple invoices (which can be for different payment methods), it is necessary to select them and then click on the Mass Pay button at the top of the page or in the bulk bar.

![Mass Pay Bulk](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FQxWF21cPZDiLGkJ48Ay9%2Fsaas-pub-payments-mass-pay-bulk.png?alt=media\&token=7518fb73-7181-476e-a918-8ef7e04efdef)

If only supported payment methods are chosen, clicking the **MASS PAY** button will display the modal with the table and the invoices to be paid.

![Mass Pay Modal](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FlFzTGqoGKnZlXXwMtBYo%2Fsaas-pub-payments-mass-pay-modal.png?alt=media\&token=2d9a5509-7ada-4ce2-85ec-e125d1c0366c)

If both supported and unsupported payment methods are selected, clicking the **MASS PAY** button will present a modal with information and provide the option to proceed or not.

![Mass Pay Modal 2](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2FO44fAwktZd70m7Pa8OLi%2Fsaas-pub-payments-mass-pay-modal2.png?alt=media\&token=4c4488ac-f3e9-4ccc-8e7e-85320109847a)

After proceeding, a modal, as shown previously, will be presented.

Upon concluding, a modal will be displayed with a summary of the paid invoices.

![Unpaid Invoices](https://2551497454-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbWd08bYtHMw1HqDKFpBf%2Fuploads%2F3mncmYEC2JMhBlsn1nfV%2Fsaas-pub-payments-mass-pay-unpaid-invoices.png?alt=media\&token=71accb48-de51-4750-bd69-d29359f034b2)

**Invoice Status**

* Once invoices are sent for payment they will have a status of Processing. Once successfully paid, the status will change to Paid. Any issues with payment will detail a status of Failed and with a Reason for Failure.
* For Failed Invoices, you will need to change the status of the invoice back to pending to be able to pay it again individually or for it to be included in the mass pay.


---

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