Managing Your Activation's Payment History

You can review any payments you make to your activation’s creators in the activation’s Payment History tab. GRIN tracks two types of payments:

• Cash Payments: Payments you make through GRIN using your deposited creator funds. Check out Depositing Funds for Creator Payments for more information on how to add funds to your GRIN account.
• Offline Payments: Payments you make yourself to the creator outside of GRIN, such as sending a check.

You can record what type of payments you make per creator in your activation’s Workflow > Make Payments tab for activated creators. Afterward, they’ll appear in the Payment History tab, where you can view all your payments in one place in GRIN and save these records for your brand’s marketing success strategy.

What You'll Need

• An existing activation with the following settings configured:

  • Payments: Enables the Payment History tab.

• Activated creators who you’ve made payments to.

How to Do It

To get started, navigate to Program > Activations > Your Activation > Payment History. This will open your Payments window where you can see a table of all the payments you’ve made to your creators within your activation.

From this tab, you can organize your payments table as well as export your payments into a CSV file.

Organizing Your Table

The table has a few basic tools you can use. At the top of the table are: 

• Filter: Click to open the Filters side menu and select fields to filter your creators by.
• Search: Enter keywords into the search bar to search your list of creators.
• Views: Save your current filtered table as a saved view. You can have up to five saved views per table.
• Columns: Click to open the columns popover and customize what columns appear in your table. You can also click on column headers to sort your list of creators in ascending or descending order.

At the bottom of the table are: 

• Lines per Page: Click the dropdown menu at the bottom left of the table to customize how many creators appear per page in the table.
• Pages: Click the arrows at the bottom of the table to go to the next and previous pages of your table.
• Refresh: Click the Refresh button at the bottom right of the table to manually update your table's data. GRIN automatically refreshes your information periodically, but you can also do so immediately with this button.

Exporting Your Payments

You can Export your payments as a CSV file from your payments table. To do so:

1. Click the checkbox next to each creator payment you want to export. After you select at least one, the Export button will appear.
2. Click Export to download a CSV file with your selected payments.

That’s it! That’s all the ways you can organize and manage your activation’s Payment History. Now you can customize how you want to display your creator payments list and what information you want to record before exporting that information into CSV files for your brand to use. Check out the links below for more ways you can manage and organize your activation.