> ## Documentation Index > Fetch the complete documentation index at: https://alguna.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Partner Revenue Share > Assign partners to customers or subscriptions, pay them through revenue share plans, and approve partner statements 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](https://alguna.com/docs/concepts/how-alguna-works.md) for the customer, subscription and invoice model it reads from. > [!NOTE] > > Available on request: contact support or your account team to turn it on. It may depend on your plan. 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 | Concept | What it is | | - | - | | Partner | A reseller, referral partner, marketplace or agent you share revenue with. | | Assignment | Links a partner to a customer or to one subscription, from a start date and optionally to an end date. | | Revenue share plan | A partner's payout rules, organized in dated phases. | | Revenue share template | A reusable rule you can apply when you build any partner's plan. | | Earning | One calculated amount owed to a partner, tied to an invoice and, for most rules, to one invoice line. | | Statement | The earnings for one partner and one statement period, with a statement number, a PDF and a CSV export. | ## 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. | Shape | What the partner gets | | - | - | | Revenue share | A percentage of each matching invoice line. | | Flat fee per invoice | One fixed amount for each invoice that includes a matching line. | | Flat amount per unit | A fixed amount for each unit on a matching invoice line. | | Buy rate (reseller) | A fixed share of each matching invoice line that the partner keeps. | The basis decides which line amount a percentage applies to: | Basis | Amount used | | - | - | | Gross | The line amount before discounts. | | Net | The line amount after discounts, before tax. | | Post-tax | The line total including tax. | 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: | Status | Meaning | | - | - | | Pending | Calculated and not yet on an approved statement. | | Approved | On an approved statement. | | Voided | No longer owed. | 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 > [accordion] Does changing a partner's rates affect past earnings? > > Not by default. Published phases are read-only, and a new phase applies from its own start date. A phase that starts in the past recalculates the earnings for the invoices it covers. > [accordion] Can a customer's subscription go to a different partner than the customer? > > Yes. Assign the partner to the subscription. A subscription assignment takes precedence over the customer's assignment for that subscription's invoices. > [accordion] Can I check a new rate before it goes live? > > Yes. Keep the phase as a draft and run a backtest. It shows what the phase would have paid on your invoices from the last 90 days. > [accordion] Is there an API for partners and revenue share? > > No. Partner revenue share is managed in the dashboard only. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.