Understand the ambassador payment experience

this article explains what your ambassadors see and experience with automated payments — from setting up their wallet to receiving payments and managing their funds understanding the ambassador experience helps you support them and set expectations wallet setup how ambassadors are prompted when an ambassador is enrolled in a program with automated payments, they're prompted to set up a secure payment wallet onboarding checklist a "set up payment information" step appears in their onboarding checklist this step links to the payment info page and is marked complete once they connect their wallet banner reminder a persistent banner appears on their referrals and payments pages prompting them to set up their wallet scheduled reminders automatic notifications are sent before each payment date days before payment channel 26 days email 25 days in app notification 20 days email 14 days email 13 days in app notification 8 days email 3 days email ambassadors who have already set up their wallet don't receive these reminders ambassadors below the minimum payment amount (if configured) also don't receive reminders — they won't be paid in the upcoming batch, so prompting them to set up a wallet would be premature what wallet setup involves when an ambassador clicks the setup link, a secure modal opens with the dots onboarding flow phone number verification — confirms their identity identity verification — basic identity check tax information — w 9 (u s ) or w 8ben (international) tax form collection payout method — add their preferred way to receive funds the entire process typically takes 5 10 minutes available payout methods ambassadors can choose how they receive funds from their wallet bank account (direct deposit) paypal venmo cash app other methods supported by dots ambassadors can add multiple payout methods and change their preference at any time multi brand ambassadors if an ambassador works with multiple roster brands that use automated payments, they use the same wallet (verified by phone number) across all brands each brand's payments are tracked separately, but the ambassador manages one wallet with one set of payout methods receiving payments payment notification when an automated payment is sent, ambassadors receive a "payment sent" email notification this email is branded as coming from roster includes the payment amount respects the program's email template and the ambassador's notification preferences links to their portal for details where payments appear payment info page shows wallet balance, payout methods, and a "withdraw funds" button referrals page payment history is visible in the payments section, showing dates, amounts, and which referrals generated each payment timeline each payment creates a timeline event visible to both the ambassador and the brand withdrawing funds payments are sent to the ambassador's wallet balance , not directly to their bank account ambassadors control when they withdraw they see an info banner when they have a positive withdrawable balance click withdraw funds on their payment info page a secure dots flow opens where they choose their payout method and amount funds are transferred to their chosen account next payment information standard view (no minimum or above minimum) ambassadors who are eligible for the next payment see a "next payment" card on their payment info page showing payment date — when the next automated payment will be sent estimated amount — projected payment based on current approved commissions commission cutoff — the last date commissions are included in this batch below minimum view if you've configured a minimum payment amount and an ambassador's balance is below the threshold, they see a different card current balance relative to the minimum (e g , "$15 00 of $25 00") progress bar showing how close they are to the minimum explanatory message "your commission balance of $x xx through \[cutoff date] is below the $y 00 minimum payment amount your balance will roll forward until the minimum is met " no payment date is shown — there's no payment to reference ambassadors who meet or exceed the minimum see the standard card with no mention of the minimum they don't need to know it exists what ambassadors see on the referral rewards page commission status indicators when a minimum payment amount is configured, approved commissions display a supplementary indicator above minimum / included in batch standard "will be paid on \[date]" indicator below minimum an amber quarter pie icon with tooltip "below minimum — this ambassador's total balance of $x xx is below your $y 00 minimum commissions will be included in a future batch once the minimum is met " above minimum but not in current batch (crossed threshold after pre calc) calendar icon with "this ambassador's payment will go out in the \[next month] automated payment batch " when no minimum is configured, these indicators don't appear — existing behavior is unchanged ambassador faq (in portal) ambassadors have access to a payment faqs section in their portal (profile > payment info) if a minimum payment amount is configured, an faq entry explains q "why haven't i received a payment yet?" a "your brand may have set a minimum payment amount commissions accumulate until your balance reaches the minimum, then they're included in the next monthly payment you can see your current balance and the minimum on your payments page " helping ambassadors common ambassador questions "how do i set up my wallet?" direct them to the payment info page in their ambassador portal, or they can click the link in any wallet setup reminder email "when will i be paid?" payments go out on the first tuesday of each month they can see the next payment date on their payment info page "can i change how i receive money?" yes — they can update payout methods anytime from their payment info page "why didn't i get paid this month?" most common reasons wallet not set up (they need to complete the setup flow) below the minimum payment amount (their balance will roll forward) no approved commissions before the cutoff date commissions were approved after the cutoff (included in next month) "i set up my wallet but haven't received payment " if they set up their wallet after the batch processed, their payment will be included in the next month's batch commissions aren't lost — they roll forward monitoring wallet setup progress in the brand portal, you can track which ambassadors have set up their wallets go to referral rewards > unsent payments > automated tab use the payment readiness filter ready — wallet set up setup required — needs to set up wallet send manual reminders to ambassadors who haven't set up related articles getting started with automated payments docid\ kxktbrhvkt85lgcgcoswf understand automated payment timelines docid\ izpkfe4evl uafhaplldm understand w 9 and 1099 filings docid\ y01bs3x5ptrfqbvgyurgp troubleshooting automated payments