01-22-2018 09:27 PM - edited 08-05-2022 02:07 PM
If the records you keep in your Invoca account change after the fact — for example, due to refunds or chargebacks, you can correct your Invoca records to match your final tally. Invoca offers two methods to do this: either manually in your Transactions Details report, or in bulk by uploading a spreadsheet containing your corrected records. This article will teach you how to do both.
If you don't already have access to these features in your Invoca account click the Contact Support button at the bottom of this article to request transactions corrections. Our friendly Customer Success team will get in touch to help you get started!
Be careful when making changes here: it's much easier to make mistakes and, for example, enter a payout larger than a call's earned amount.
Once all your corrections are applied, it may take up to 10 minutes for the correction to be applied and reflect in reporting. On the Transaction Details report, The “Corrected At” column displays a date/timestamp of the last correction date.
For correcting calls that route through a Bundled Campaign, note that the calls will have more than one Transaction ID. In most cases, the Transaction ID from the destination campaign should be used.
To correct a transaction on a Margin Bundle, submit corrections for the call at the child or destination campaign level. To correct a transaction on a Fixed Price Bundle, best practice is to include correct the Fixed Price Bundle Transaction and the Advertiser Transaction.
If you keep correction records in another system, such as a CRM or accounting system, you might find it easier to import many corrections at once using a spreadsheet.
Before you get started, we recommend you export your Transactions Detail data to match your Invoca records — particularly the Transaction ID — with your call and payment records in your other system that you want to correct. When correcting calls that route through a Bundled Campaign, note that these calls will have more than one Transaction ID. In most cases, we recommend using the Transaction ID from the destination campaign.
Also, keep in mind that this tool can be used to create negative margins, so double check your corrections before you submit your records.
That's it! Once you've submitted a corrections spreadsheet, our Production Support team will take a look to ensure that your data will pass correctly through Syndicated and Bundled campaigns. The corrections will be processed within 3 to 5 business days, and we'll send an email confirmation when the corrections have been processed. If there are any discrepancies, click the Contact Support button at the bottom of this article to get in touch with our Customer Success team.
Completed transaction correction files are listed in the Previous Submissions Panel on the Submit Transactions page.