Invoices Generation & Management

Invoices turn a publisher’s approved, unpaid conversions into a formal payout document. Use the Invoices page to see existing invoices and to generate new ones for one publisher or for many eligible publishers at once.

This guide is for Network Admins. To check who has approved balance or a missing payment method before you generate, use Publisher Billing. To edit one affiliate’s invoice frequency or beneficiary details, use Manage Publishers → Billing Preferences.

What this page is for

OffZio tracks publisher earnings in stages: pending (not approved), approved (ready to invoice), and balance due (invoiced but unpaid). The Invoices screen is where you create those invoices and manage the list after they exist.

1. Search and filter invoices that have already been generated.
2. Open Generate invoices with + Create.
3. Invoice only approved conversions that are not already on another invoice.
4. Optionally include eligible referral earnings.

Note: This page invoices publishers (affiliates you pay). It is not advertiser spend billing.

Who can generate invoices

Only a Network Admin should generate and manage publisher invoices. 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 Invoices

1. Sign in as a Network Admin.
2. In the left sidebar, open Billing.
3. Click Invoices.

The breadcrumb is Dashboard / Billing / Invoices. The page title is Invoices. The top-right primary button is + Create.

Tip: From Publisher Billing you can also open the invoice list with + View All Invoices. That takes you to the same Invoices area.

How the invoice list works

The list shows invoices that have already been generated. Use the toolbar to find a document:

1. Search invoices... — Type to find invoices in the current list.
2. All Statuses — Status filter. Leave this on All Statuses unless you need a narrower view.
3. Refresh — Reload the list after generation finishes or after payments change.

If nothing has been generated yet, the page shows No invoices found. That is expected on a new network or after a period with no invoice runs. It does not mean Publisher Billing is empty — you may still have approved balances waiting to be invoiced.

Note: This article does not list individual invoice statuses beyond the All Statuses filter. Use the filter and each invoice row in the product for the current state of a document.

What conversions get invoiced

Invoices are created from approved, unpaid conversions only.

1. Pending (unapproved) conversions are not invoiced.
2. Conversions that are already on another invoice are excluded automatically.
3. You cannot invoice the same conversion twice.

Note: If a publisher shows Approved Balance on Publisher Billing but generation creates nothing, the earnings may already sit on an invoice, or the publisher may fail the billing prerequisites below.

Prerequisites before generation

OffZio includes a publisher in generation only when they have billing information and an active payment method.

If Publisher Billing shows Payment Method Not set, fix that first:

1. Open the publisher in Manage Publishers.
2. Complete Billing Preferences (invoice frequency, billing email, beneficiary details, and payment method).
3. Return to Publisher Billing and confirm the method is no longer Not set.
4. Then generate invoices.

Note: Approved earnings are not enough. A publisher without billing information or an active payment method is skipped, even if they have an approved balance.

Generate invoices panel

Click + Create. A panel slides out on the right titled Generate invoices.

The panel explains that invoices are created from approved, unpaid conversions, and that if you select multiple publishers, generation runs in the background.

It also states that publishers must have billing information and an active payment method to be included, and that conversions already on another invoice are excluded automatically.

Include all active publishers

A toggle or checkbox that bulk-selects eligible active publishers. Use this for a network-wide run after you have confirmed payment methods and approved balances on Publisher Billing.

Publishers

A dropdown labeled Select publishers. Use this when you want a manual list instead of (or in addition to) selecting everyone eligible. Pick only the affiliates you intend to invoice this run.

Period

A dropdown. The default is Publisher billing cycle.

That option uses each publisher’s invoice frequency and billing day from their billing settings — for example, Weekly On Monday. Two publishers in the same run can therefore cover different calendar windows if their preferences differ.

Tip: Set Invoice Frequency on each publisher’s Billing Preferences before you rely on Publisher billing cycle. Wrong frequency here produces invoices for the wrong window.

Include referral balance

A checkbox. When enabled, OffZio adds eligible referral earnings to the invoice subtotal.

The network default is off. You can change that default in Settings → Billing. Leave the box unchecked unless your referral program should pay out on this invoice.

Invoice memo

Optional. Use a short internal or partner-facing memo if your finance process needs one on the invoice.

Note

Optional. Extra note text for this generation run.

Cancel and Start generation

1. Cancel — Closes the panel without creating invoices.
2. Start generation — Starts the run for the selected publishers and period.

What happens after Start generation

OffZio builds invoices from approved, unpaid conversions that pass the prerequisites.

1. If multiple publishers are selected, generation runs in the background. You can leave the panel; refresh the list shortly afterward.
2. New invoices appear on the Invoices list when the run finishes.
3. Those amounts move from Approved toward Balance Due on Publisher Billing (invoiced but not yet paid).
4. Publishers who lack billing information or an active payment method are not included.
5. If nobody is eligible, the list may still show No invoices found (or no new rows).

Step-by-step: generate invoices

1. On Publisher Billing, confirm who has Approved Balance and whose Payment Method is set.
2. Open Billing → Invoices.
3. Click + Create.
4. Either turn on Include all active publishers or choose names in Publishers.
5. Leave Period on Publisher billing cycle unless you need a different window the form offers.
6. Check Include referral balance only if referral earnings should be on this invoice.
7. Add an optional memo or note.
8. Click Start generation.
9. If you selected several publishers, wait for the background run, then click Refresh.
10. Confirm new invoices appear in the list.

Best practices

1. Approve conversions first. Generation ignores pending earnings.
2. Fix Payment Method Not set before a bulk run so eligible publishers are not silently skipped.
3. Use Publisher Billing to build the invoice queue; use Invoices to create and find the documents.
4. Keep invoice frequency and billing day accurate on each publisher so Publisher billing cycle is trustworthy.
5. Leave referral balance off unless Settings → Billing and your referral program expect it.
6. Refresh the list after a background run instead of generating twice.

Common issues

1. No invoices created / No invoices found — Nobody eligible was included, or no run has succeeded yet. Check approved balances and payment methods.
2. Payment method Not set — The publisher is skipped. Add billing information and an active payment method on Manage Publishers, then generate again.
3. No approved balance — There are no approved, unpaid conversions. Pending earnings must be approved first.
4. Conversions already invoiced — Those conversions are excluded automatically. Look for an existing invoice instead of generating a duplicate.
5. Still waiting after Start generation — Multiple publishers run in the background. Wait, then click Refresh.