Partner Revenue Share

Partner revenue share is how Alguna works out what you owe resellers, referral partners, marketplaces and agents for the revenue they bring in. You assign a partner to a customer or a subscription and give the partner a revenue share plan. When one of that customer’s invoices is paid, Alguna records an earning for each matching invoice line. The earnings are grouped into partner statements that you review and approve. Use it if you sell through partners and want their payouts to come from the same invoices you bill, not from a separate spreadsheet. See How Alguna Works for the customer, subscription and invoice model it reads from. Partner revenue share is set up in the dashboard only. The public API has no endpoints for partners, plans, earnings or statements. Everything on this page is under Partners and Settings → Workflows → Partners.

​

Core concepts

​

Partners

Create a partner from the Partners page. A partner has:

• Name, type (Reseller, Referral, Marketplace or Agent) and status (Active, Inactive or Suspended).
• Default currency: a three-letter currency code. Statements for the partner are issued in this currency.
• Contact details, website, registered country, description, tax ID, external ID and an optional billing address.
• Statement Settings:
  • Statement cadence: how often a new statement period begins: Monthly, Quarterly, Bi-annually or Yearly.
  • Statement anchor: the date periods count from. For example, a monthly period anchored on the 15th runs through the 14th.
  • Late earnings: what happens when an earning arrives after its statement period is complete. Roll forward puts it in the next regular statement. Separate statement creates an adjustment statement for the completed period. The default is Roll forward.

A suspended partner does not get new earnings. The partner’s page has tabs for Overview, Assignments, Revenue Share Plans, Earnings, Statements and Documents. Use Documents to attach files such as partner agreements and tax forms.

​

Assign partners to customers and subscriptions

An assignment says which partner gets credit for a customer’s revenue. Create one from the partner’s Assignments tab, or from the New menu on the partner’s page. Choose a scope:

• Customer: the partner gets credit for that customer’s invoices.
• Subscription: the partner gets credit for invoices from one subscription.

Each assignment has a start date and an optional end date. When an invoice is paid, Alguna uses the assignments active on the paid date. If the invoice’s subscription has its own assignment, that assignment applies. If not, the customer’s assignment applies. Changing an assignment that reaches into the past can change earnings that already exist. The dashboard asks you to confirm before it recalculates. A recalculation can add earnings or void earlier ones.

​

Revenue share plans

A partner’s plan is on the Revenue Share Plans tab. A plan is made of phases. Each phase has a start date, an optional end date and a set of rules. Phases let you change a partner’s rates over time without editing past terms.

• A new phase starts as a Draft. Publish it to apply its rates to new invoices.
• A published phase is read-only. To change the rates, create a new draft phase.
• New invoices use the phase that is active for them. Publishing a backdated phase recalculates historical earnings.

​

Rules

Each rule in a phase has a shape, a rate, a calculation basis and a product scope. The basis decides which line amount a percentage applies to: A rule applies to every invoice line, or only to lines for the products you select. The plan view shows each rule as a sentence, so you can check what it will pay before you publish. For example: “When the invoice is paid, pay the partner 15% of the net amount of every line.”

​

Revenue share templates

Templates are reusable rules. Manage them on the Revenue Share Templates tab of the Partners page. A template holds a shape, a rate, a basis and, for fixed amounts, a currency. Apply a template when you add a rule to a partner’s plan, so partners on the same program start from the same terms.

​

Backtest a draft phase

Before you publish a draft phase, run a backtest from the plan builder. A backtest runs the draft’s rules against your real invoices from the last 90 days. It shows the total the phase would have paid and how many customers it covers. A backtest does not create earnings.

​

Earnings

When an invoice is paid, Alguna checks the invoice’s partner assignments and each partner’s active plan phase. It then creates an earning for each invoice line that matches a rule. A flat fee per invoice creates one earning per invoice. Each partner’s Earnings tab lists the earnings with the invoice, basis amount, commission and status. Open an earning to see:

• The revenue share model that produced it.
• The calculation: the basis type, the basis amount and the earnings.
• The source invoice.

An earning has one of these statuses: You can void an earning yourself with Void Commission. Alguna also voids earnings, or adds new ones, when a recalculation changes what is owed. Recalculations happen after a backdated phase is published or a historical assignment changes.

​

Statements

A statement groups one partner’s pending earnings for one statement period. Each earning falls into the period that contains the start of the billing period it came from. Alguna keeps draft statements up to date as earnings are added or voided. To create a statement for a date range yourself, choose New → Statement on the partner’s page and pick a start date and an end date. The range must contain pending earnings. Statements are on the partner’s Statements tab. Open a statement to:

• Download the statement as a PDF or a CSV.
• Approve a draft. Its earnings become Approved and count toward the partner’s balance.
• Rebuild draft to refresh a draft from current earnings.
• Delete draft, or Void statement for an approved statement. Voiding requires a reason. Voiding an approved statement reverses its amounts on the partner’s balance and voids its earnings.

Statement amounts are in the partner’s default currency. Earnings in other currencies are converted.

​

Statement settings

Settings → Workflows → Partners holds organization-wide defaults:

• Statement Numbering: each new statement gets a Prefix followed by the Next Number. The default numbers are PS-1001, PS-1002 and so on. The prefix can contain letters, numbers and - _ ., up to 32 characters. Leave it empty for numbers only. A number that is already in use is skipped. The statement number shows on the PDF, its filename and the CSV export. Existing statements keep their numbers.
• Statement Line Description: the default description for each earning on a statement and in the CSV export. The template can use {InvoiceReference}, {InvoiceIssuedDate}, {AccountName}, {BillingPeriodStart} and {BillingPeriodEnd}. Changes do not update existing statements.

​

FAQ