Partner Balance, Credit Limits & Low Funds Threshold
A Partner's Balance
When referring a lead, the partner's balance (inc. credit limit) is only considered where the billing is applied on 'accepted'. so you may find partners still receive leads where they have no balance if you are choosing to bill leads at a later sage i.e (Qualified / Conv).
Here's more details on billing points
Low Fund Notifications
A low balance alert can be sent to a user or partner. An alert will be sent when a partner falls bellow the balance you have set in Partners> Settings. Low Funds Threshold: £
- A partner can be notified by email or by SMS. (Partners>Details>Email Address: / Mobile Phone Number:) To set SMS alerts, Just tick 'Enable Text Message Alerts': 'When funds are running low' (In Partners>Settings)
- In Settings> Configuration>Preferences, a user can be notified when a balance falls below: £ This notifies the selected user whenever any partner accounts reach a certain threshold I.e £100. A separate email will be sent for each partner.
Here's a copy of an email that is sent to the partner which alerts them that they have low funds and must make a payment to continue to receive leads.
Note: The low funds threshold considers the current balance on the partner's statement & their credit limit.A partner has £50 balance and £200 credit limit, You want them to be notified when their balance falls below £100. Just set the partners threshold to -£100. As they have £200 credit, when they run to -£100 with just £100 left to spend, they will then get an email/sms alert.