Billing Settings

Billing Settings are the network defaults for how OffZio builds invoices and which payout methods publishers can use. You set company “Bill to” details, invoice generation style, whether pending or referral balances can be included, a note for advertisers, and the list of payment methods.

This is not the day-to-day money list. To see publisher balances, open Publisher Billing (Billing → Publisher Billing). To create or find invoices, open Invoices (Billing → Invoices). Those workflows are documented in Publisher Billing and Invoices Generation & Management.

What Billing Settings control vs other billing pages

1. Billing Settings (this page) — Network invoice branding, generation method, include-pending / include-referral defaults, advertiser billing note, and payout methods.
2. Publisher Billing — Who has pending, approved, and unpaid invoice amounts right now.
3. Invoices — Generate invoices from approved unpaid conversions and manage the invoice list.
4. Control Settings — Minimum invoice amount, auto-generate invoices, and related workflow toggles.

Note: Saving Billing Settings does not create an invoice. After company details and payment methods are correct, generate invoices on the Invoices page (or let auto-generation run if you enabled that under Control / Auto Generation).

Who can change Billing Settings

Only a Network Admin should change Billing Settings. Publishers and advertisers cannot open this page.

Confirm your role on the sidebar profile card if you are unsure. It should show a name and role such as OffZio Admin · Network Admin.

How to open Billing Settings

1. Sign in as a Network Admin.
2. In the left sidebar, click Settings.
3. Under Billing & Payments, click Billing.

The page title is Billing. Three tabs: Publisher Billing, Advertiser Billing, and Payment Methods. Click Save Changes on the first two tabs after you edit them.

Publisher Billing tab — Invoice Generation

Invoice Generation Method is a dropdown. Options:

1. Manually (shown selected) — You generate invoices yourself when you are ready.
2. Auto Generation — Invoices can be created on a schedule instead of a fully manual run.
3. By Publisher Request — Invoices are created when the publisher requests one, according to your process.

When Manual is selected, the page states: You will have the option to generate invoices for publishers based on different configurations in the Publisher Invoices Page. Please check the page to generate invoices manually for publishers.

That “Publisher Invoices Page” is Billing → Invoices (+ Create). See Invoices Generation & Management.

Tip: Auto Generation here is the same idea as Auto-generate Invoices on Control Settings. Keep the two pages consistent with the policy you want (manual vs scheduled). This article does not describe an automatic sync between them. After you change either control, confirm the Invoices page still behaves the way you expect.

Publisher Billing tab — Invoice Information

The section description reads: The Billing Details of your company. Used for the invoice (Bill to section). Please make sure to enter the correct information.

1. Billing Name — Legal or trading name that should appear on invoices.
2. Billing Address — Company address on the invoice.
3. Billing Email — Finance contact email printed on the invoice.
4. Billing Tax ID — Tax identifier if you print one on invoices.
5. Invoice Footer — Default example: Thanks for your business! Help text: Information displayed at the footer of every invoice.

Note: These fields are your network’s bill-to details, not the publisher’s beneficiary name. Wrong name, address, or tax id will appear on every invoice until you fix and save them.

Publisher Billing tab — Other Settings

The section description reads: Extra settings for the billing page to customize the invoice generation process.

1. Include the Balance of Pending Conversions — Toggle, shown OFF.
2. Include the User referral Balance — Toggle, shown OFF.

Note: Pending conversions are not approved money. Leave Include the Balance of Pending Conversions OFF unless you deliberately want unapproved earnings on the invoice. Pending is not ready to pay. See Publisher Billing (Pending vs Approved vs Balance Due).

Include the User referral Balance is the network default for whether eligible referral earnings can be added to an invoice subtotal. When you generate invoices, the run can include a checkbox Include referral balance (network default is typically off). Keep this Settings toggle aligned with how you want that option to behave, then confirm on the Generate invoices panel.

See Invoices Generation & Management and referral fields on Manage Publishers.

Advertiser Billing tab

Advertiser Billing uses the same Invoice Information fields: Billing Name, Billing Address, Billing Email, Billing Tax ID, and Invoice Footer. Enter the company details that should appear on advertiser-facing billing documents.

Other Settings includes:

1. Note for Advertisers — Textarea. Placeholder: Enter note for advertisers... Help text: This information is shown at the top of the Billing page.

Click Save Changes on this tab after you edit it. Saving Publisher Billing does not automatically save Advertiser Billing.

Payment Methods tab

The description reads: Configure payment methods available for publishers to receive payments.

Publishers cannot be paid until an active method exists and is assigned. On the day-to-day Publisher Billing list, Payment Method may show Not set. Invoice generation skips publishers who lack billing information and an active payment method.

Click + Add Method to create a method. The list shows each method’s name, status, type, and minimum. For illustration only, a row might be USDT, status active, type Crypto, min $100, with Edit and Delete. Your live list will show the methods you create.

Add Payment Method

1. Name — Placeholder: e.g. Bank Transfer, PayPal, Crypto.
2. Method Type — PayPal, Bank transfer (domestic), Payoneer, Wire transfer (international), Cryptocurrency, Check, Other.
3. Status — For example, Active. Inactive methods should not be offered as a live payout option.
4. Minimum Invoice Amount — Example: 0. A floor for invoices that use this method, in addition to the network minimum on Control Settings.
5. Processing Fee (%) — Example: 0.
6. Logo (optional) — Help: Shown where publishers pick a payout method. Square image works best.

Buttons: Cancel and Create.

Tip: Create at least one Active method before your first invoice run. Then set each publisher’s payment method on Manage Publishers (or allow them to choose it only if Publisher Portal Settings lets them edit payment method).

Common tasks

Set company invoice (Bill to) details

1. Open Settings → Billing & Payments → Billing.
2. Stay on the Publisher Billing tab.
3. Fill Billing Name, Address, Email, Tax ID, and Invoice Footer with your real company data.
4. Click Save Changes.
5. Repeat Invoice Information on the Advertiser Billing tab if advertiser invoices should show the same or different details, then save that tab too.

Use manual invoices

1. On the Publisher Billing tab, set Invoice Generation Method to Manually.
2. Click Save Changes.
3. Open Billing → Invoices and click + Create when approved balances are ready.
4. If Control Settings has Auto-generate Invoices on, decide whether that should stay on. Keep the two pages consistent.

Add a payout method

1. Open the Payment Methods tab.
2. Click + Add Method.
3. Enter Name, Method Type, Status (Active), minimum, fee, and an optional square logo.
4. Click Create.
5. Assign the method on each publisher (or confirm it is no longer Not set on Publisher Billing) before you generate invoices.

Best practices

1. Fill Bill to details before the first invoice. Partners will quote whatever you print.
2. Leave pending-conversion include OFF. Invoice approved money only unless finance has a special reason.
3. Leave referral-balance include OFF until the referral program and invoice checkbox are intentional.
4. Create Active payment methods before you try a bulk invoice run.
5. Save each tab you edit. Publisher and Advertiser billing are separate saves.
6. Use this page for defaults; use Publisher Billing and Invoices for the weekly payout run.