Integration workflow
Below is the general workflow for managing payments via the Cake-Tipalti integration.
Cake account processing
The processing of leads and conversions does not change significantly under the Tipalti integration. You process, attribute and set up leads for payment just as you currently do today.
At the end of the payment cycle, reconcile your conversions/ leads with your advertisers as you do currently, outside the Tipalti integration. Determine the final count for conversions/ leads, reconcile that list with your advertiser and generate an advertiser bill for processing from the "Accounting" tab for "Advertisers/ Buyers".
Generate affiliate (payee) bills
Once you receive payment from your advertiser, you can generate affiliate bills from the "Accounting" tab for "Affiliates".
You can pay all affiliates at once or select individual affiliates by clicking the box located to the left of the affiliate name.
Get up-to-date processing statuses
Once you initiate payment for one or more affiliates, the affiliate accounting grid refreshes to update the "Sent Payment" column with the latest processing status. You can click the "Sent Payment" status line item to get an up-to-date processing status from Tipalti.
Affiliate (Payee) portal view
To keep the Tipalti integration seamless with the existing process, the Affiliate portal view for payment status has not changed. Your affiliates can continue to view their payment statuses as they currently do today.