Profit Share (Referrer Profile)(F)

Owned by Miles Graves
Last updated: Aug 29, 2023 by Paul Clifton
2 min read

The Profit Share page contains editable information about a specific profit share associated with a Referrer. Profit shares allow for any income or expense to be split between entities. If a transaction is associated with a profit share, a new entry is created that splits the amount based off of the profit share parameters.

Navigate to the Profit Share page by following the steps below:

  • Step 1: Click on Referrers in the Management category in the left hand navigation panel.

  • Step 2: Click on a specific merchant in the merchants table to open the Referrer Profile page.

  • Step 3: Scroll down to the Profit Sharing tab in the Account Overview section of the page.

  • Step 4: Click on the specific profit share located in the Profit Shares table to open the Profit Share page.

Partial view of the Profit Share page, including the Profit Share Details Section.

Profit Share Features

Profit Share Details

The Profit Share Details section includes the following editable fields:

Profit Share Details Field Name

Description

Profit Share Details Field Name

Description

ID

The Payrix-generated ID of the profit share.

Created

The date and time that the profit share was created.

Entity ID

The Payrix-generated ID of the entity that oversees the profit share.

Entity Name

The name of the entity that oversees the profit share.

For Entity ID

The Payrix-generated ID associated with the entity that is the recipient of the income or expense profit share.

For Entity Name

The name of the entity that the profit share is shared with.

Login ID

The Payrix-generated ID used by the profit sharing entity to log in to the portal.

Amount

The amount of the profit share, displayed as a percentage.

Type

The type of profit share: Income, Expense, or Both.

Name

The name of the profit share, generated by the referrer.

Description

A description of the profit share.

Status

The status of the profit share: Active or Inactive.

Profit Share Details Actions

The Profit Share page contains information that can be edited by the Referrer. To edit information, follow the steps below:

  • Step 1: Click the EDIT icon at the top right hand corner of Profit Share Details section to open a lightbox in the page.

  • Step 2: Edit the information in the lightbox.

  • Step 3: Save the edited information by clicking the CHECK MARK at the top right hand corner of the page, or cancel and revert to the previous information by clicking the X.

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