Affiliate consent, tax form & payout setup in affiliate manager

Overview

EveryCatch affiliate manager now gives you a single, guided compliance flow for each affiliate. In one place, affiliates can review and accept your commission terms, submit the tax form you request, and set up their payout method before they become eligible for payment.

What changed

Consent form

You can now upload your commission terms as a PDF file (up to 5 MB). Affiliates will be asked to read and accept these terms, and they must agree before they are treated as eligible for payouts.

Compliance tracking

EveryCatch now shows a Compliance column in both the Affiliates list and the Payouts table so you can quickly see who is still Pending. Inside each affiliate's profile, you can see exactly which item is missing, such as a W9/W8 tax form or a payment method, so you know what they still need to complete.

Update compliance for all campaigns at once

You configure these compliance settings once in Settings → Affiliate portal settings, and they automatically apply to every affiliate campaign in your account.

How to use it

1. Go to Marketing → Affiliate manager → Settings → Affiliate portal settings.
2. Turn on the options you need: Ask affiliates to upload W9/W8 form, Require affiliates to set up a payout method, Configure payout methods, and Consent form.
3. If you turn on the consent form, upload your commission terms PDF.
4. Click Save.
5. Before you approve or pay a payout, check the Compliance column in Affiliates or Payouts, or open an affiliate's profile to see what is still pending.

Why this matters

• Collect every affiliate's acceptance of your terms before you send payouts.
• See in one view which affiliates still need to finish their setup before you pay them.

Good to know

• Payouts are not blocked automatically in this release. Admins can see each affiliate's compliance status before approving and paying a payout, and decide whether to proceed.
• Available only in the new client portal interface.