Request payment from Resellers

Reseller Managers can perform the following procedure to request Resellers reconcile their accounts.

To request payment from a Reseller

1. Go to **Manage > Reseller > Partners > Partners | Reseller Reconciliation. The Reseller Reconciliation page appears.
   

Note the following in the three sections of the previous graphic:
Reconciliation summary table

• There are currently two unreconciled Resellers in the marketplace (Resellers from the Reseller companies, Gunz Dental and Red Coast Reseller).
• The two Resellers from Gunz Dental and Red Coast Reseller owe the combined total of $300.00 to the marketplace owner (Accounts Receivable).
• The two Resellers from Gunz Dental and Red Coast Reseller are owed the combined total of $80.00 (Accounts Payable).
• The difference between the Accounts Receivable and Payable is $220.00 (Net Receivable).
  Overview of Resellers table
• The following Reseller companies are part of this marketplace's company: Curve Dental Hero, Denticon, Gunz Dental, Red Coast Reseller, and Sutro Staging.
• Curve Dental Hero, Denticon, and Sutro Staging do not have unreconciled payments.
• Gunz Dental has two unreconciled payments owed to the AppReseller instance owner.
• Red Coast Reseller has one unreconciled payment owed to the AppReseller instance owner.
• The Reseller’s Average Share is 0% for each reseller company.
• The difference between the Accounts Receivable and Payable (Net Receivable) for Gunz Dental is $120.00.
• The difference between the Accounts Receivable and Payable (Net Receivable) for Red Coast Reseller is $100.00.
• The difference between the Accounts Receivable and Payable (Net Payable) for each reseller company is $0.00.
  Transfers
• You can click Download CSV to generate a reconciliation report that contains details of each payment transfer.
• One transfer, Transfer 25, is completed. The Issuer (AppReseller instance owner, Sutro) received payment from the Recipient (reseller company, Denticon).
• Transfers 20, 18, and 14 are still pending. The Issuer (AppReseller instance owner, Sutro) is waiting on a payment from the Recipient (Reseller companies, Gunz Dental, Curve Dental Hero, and Sutro Staging). The Resellers need to either make the payment off-platform or make a payment as described in Reconcile payments.
• The Net Receivable column shows the difference between the Account Receivable and Payable for each transfer request.
• The difference between the Accounts Receivable and Payable (Net Payable) for each reseller company is $0.00.

2. (Optional) Enter a search string in the search field on the Overview of Resellers table, then press Enter.
3. Click the row of a reseller company in the Overview of Resellers table. The Reseller Reconciliation details page appears.
   
   Note the following in the previous graphic:
   • The Reseller has currently received two payments from customers (Payments).
   • The Reseller owes $200.00 to the AppReseller instance owner (Accounts Receivable).
   • The Reseller is owed $0.00 (Accounts Payable).
   • The difference between the Accounts Receivable and Payable is $200.00 (Net Receivable).
   • The Reconciliation Details table includes product and payment information between the Reseller and customers.
   • There are no transfers initiated in the Transfers table.
4. Click Request Money. The Request Money from {companyName} dialog appears.
5. Select one of the following options:
   • Create transfer for remaining unreconciled balance of {amount}—Initiates the transfer of the unreconciled balance between the Reseller and Reseller Manager (this option is selected by default). Click Confirm. The transfer is assigned a reference number and status updates to Pending. The recipient (reseller company) moves to the Transfers table.
   • Create transfer for period from {date} to {date}—Click the calendar icon and select dates to request the unreconciled balance from a specific time period. Click Confirm. The transfer is assigned a reference number and the status updates to Pending. The recipient (reseller company) moves to the Transfers table.
   • Mark transfer request as already complete—If the payment is made off-platform, the Reseller Manager can manually mark the transfer request as completed. Click Confirm. The recipient moves to the Transfers table with the status as Completed.