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Affiliate: Payment Settings

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Under Kartra Payment settings, you will see tabs that need completion to get paid as an affiliate.

This includes:

  1. "Payment method" so that you can receive commissions for your affiliate sales.
  2. Tax documentation, where you find the tax forms you may need before receiving commissions.
  3. The Verify Your Profile section.

Failing to complete the forms may delay payment.

NOTE: You will need to enter your security answer to save your choice.

NOTE: There are three options for payment, PayPal, Check, and Bank Wire for Kartra Users to pay their affiliates, but Kartra users may not use all the methods. Genesis Digital only pays WebinarJam, EverWebinar, or Kartra affiliates via Paypal.

 

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Payment Method

Here, choose your affiliate payments to be made via Paypal, check, or bank wire.

NOTE: Some affiliates do not offer all payment types. Paypal is the most common, but having all three options may be helpful.

Each type, Paypal, Check or Bank Wire, has different settings for how to set up their particular form of payment. Fill out each field carefully. A product seller will only see the payment options you have completed.


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PayPal

Connecting Paypal to your Affiliate account is a great way to accept payments.

 

Get PayPal Business

We recommend getting a Paypal Business account.

If you don't have Paypal Business, visit "Setting up your Business Account". To upgrade your personal Paypal, there should be a button to upgrade on your Paypal Profile.

NOTE: Genesis Digital only pays WebinarJam, EverWebinar, or Kartra affiliates via Paypal.

 


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Affiliate Payment Settings

Next, go to Affiliate Promos on the left column. Pick Payment, then Payment Settings (Marked #1 Below).

Click the PayPal Button under Payment Method (Marked #2 Below).

 

 


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Connect Paypal

Click Connect PayPal.

This will securely link Kartra to your PayPal account. This also enables PayPal Instant Payments, so your affiliate commissions are instantly credited to your PayPal account (if the vendor has this option activated).

 


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Grant Kartra Permission

A new window will open.

Login to Paypal at the prompt. Be sure you are logged into your business account.

Next, you'll see a screen similar to below. Paypal is advising you that "You are giving permission to Kartra to access specific information in your account and take actions on your behalf". This is correct and necessary to receive money.

 

 

Adaptive Payments

Some product owners may offer adaptive payments. If they offer adaptive payments, you will be asked to choose that option on the next screen.


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Selecting a Preferred Payment

After confirming your Paypal account you should see a Green Check beside PayPal (Marked #2 Below).

Select Paypal as your preferred payment from the drop down (Marked #1 Below).

If you mouse over and all the options show a circle with a bar through it, you may need to confirm your PayPal is set up. Click the Paypal Button again. You may need to repeat one of the steps above.

Once you click PayPal as your preferred payment option you'll have a pink heart beside it (Marked #2 Below).

NOTE: You will need to enter your security answer to save your choice.

 

 

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Payment: Check

To receive checks for your commission payments, click the Check button. You can choose to have checks sent to either your personal or business name.

Your mailing info should already be filled in from your profile. If anything is missing, complete the fields and your affiliate commission checks will be mailed to the address you entered.

Make sure to go back to the top and hit Confirm when you are done entering your info.

NOTE: You will need to enter your security answer to save your choice.


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Payment: Bank Wire

To receive your payments via wire transfer into a bank account, click the Bank Wire button. You can choose to have your commissions wired to either your personal or business bank account.

Again, your address information should already be filled in from your profile. If anything is missing, complete the fields to use Bank Wires as a payment method. Fill in the address, name, and account numbers for the bank account you wish to use.

When you have finished filling in all of your bank account information, scroll back to the top of the screen and click “Confirm”. If you need an "Intermediary Bank", see beneath the image.

 

Using an Intermediary Bank

You may add an intermediary bank account if you wish. Scroll down to the bottom to choose "Add an Intermediary Bank".

Next, you will have a new section to complete.

When you have finished filling in all of your bank account information, scroll back to the top of the screen and click “Confirm”.

 

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Selecting a Preferred Payment

After confirming each payment form, you should see a Green Check (Marked #2 Below).

Select your preferred payment from the drop down (Marked #1 Below).

If you mouse over and all the options show a circle with a bar through it, you may need to repeat one of the steps above.

Once you select your preferred payment option, you'll see a pink heart beside it (Marked #2 Below).

Your preferred payment option is where your payments will be sent. You can change it at any time.

NOTE: You will need to enter your security answer to save your choice.

 

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Tax Documentation

The second section is for tax documentation.

This is optional for you to use Kartra for Affiliate sales, but it may be required by your vendor. Check with them to make sure whether or not you need to submit tax documents.

Some US-based vendors may require your W9 or W8-BEN tax form filled in before they can submit your payment. Fill it in right away to avoid delays in your payments.

We have four different statuses from which to choose (Marked #1 Below).

  • US citizen living in USA
  • US citizen living abroad
  • Non US citizen using a US address
  • Non US citizen using a Non US address

Each of these require you fill out either a W9 or a W8 (Marked #2 Below), both of which are required US official tax documents. We recommend checking with the IRS and your local tax professional for information on how to complete the forms.

Below are links to the official instructions from the IRS.  

You will need to enter your security answer to save your documentation.

 

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Verify your profile

Due to security reasons, some vendors might only approve affiliate requests from users with verified profiles. This verification can be done via SMS code and/or Facebook connect. We recommend both.

Click the button for the type of verification you would like to complete, and follow the prompts from there. It only takes a few seconds!

 

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Then click Save, and you’re all set! Now you can start receiving commission payments from any vendor that has approved you for affiliate sales!

 

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